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General Investing

Help achieve your long-term financial
goals with a customized investment plan.

Almost everyone has some sort of long-term dream or goal they want to achieve in the future. Whether those dreams include a new or second home, a business venture or some other long-term goal, it’s always important to have a plan.

A Charter One Investment Services Financial Consultant can help you diversify your portfolio by designing a personalized strategy to help you stay on track with your goals. We’ll provide you with the guidance and support to help you choose from a wide array of investment options and savings products — which will be customized uniquely for you.

Choose the path that best describes you:

I am a person who:

  • Has already started investing, but needs more guidance to clearly understand my choices.
  • Plans to use this money down the road, but I still have more than 5 years to go and looking for direction.
  • Has more than $10,000 to invest, but needs help developing the correct strategy.

A Charter One Investment Services Financial Consultant will develop a customized strategy to help meet your investing goals, which may include:

Stocks, Bonds & Mutual Funds: Geared toward all types of investors, these investment options provide you with the opportunity to diversify your long-term financial plan.

If you prefer a more hands-off approach, a Financial Consultant will take care of all of your investable assets — a minimum of $50,000 — through our Managed Accounts Services.

Understand potential conflicts of interest with mutual fund providers.

Ready to get started?

Schedule a complimentary financial review with a Financial Consultant from Charter One Investment Services.

Even if you have a relationship with another investment firm, we can offer you an objective second look at your investment portfolio to help ensure you are on target to achieving your long-term financial goals.

Call 1-888-411-8711

You can also visit a local branch, or we’ll contact you when you fill out the following quick and easy form:

I am a person who:

  • Has not currently started saving or investing
  • Needs to use my money in less than 3 years.
  • Has less than $10,000 to invest.

Charter One has a wide variety of FDIC-insured savings options to help you achieve your short-term savings goals:

Certificate of Deposit: Our CDs are easy to establish with a variety of competitive yields and terms to meet your needs.

Money Market: Easily build savings and access your funds with competitive interest rates.

Savings Accounts: We can help your savings grow into a solid financial foundation for your future.

GoalTrack Savings: It’s easy to create a plan, track your progress, and get rewarded when you reach your goal.

Ready to get started?

Learn more about these great products in our personal banking section.



Resources

Not sure where to begin?

Get started on the right track by learning more about investing in order to better understand your options:

Investment Returns Calculator

Evaluate your long-term savings based on how much you invest, how long it’s invested, rate of return, and other factors.


 

 

1-888-411-8711

Contact a Charter One Investment Services Financial Consultant today.

Monday to Friday:
8am – 6pm EST

Or, complete our quick and easy form and we'll contact you.

 
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Over 1,350 branches close by.
 

 

Securities, Insurance and Investment Advisory Services offered through CCO Investment Services Corp. Member FINRA, SIPC. 770 Legacy Place, MLP240, Dedham, MA 02026. 1-888-411-8311. CCO Investment Services Corp. is an affiliate of RBS Citizens, N.A. and Citizens Bank of Pennsylvania.

Securities and Insurance Products are:
· NOT FDIC INSURED  · NOT BANK GUARANTEED  · MAY LOSE VALUE  · NOT A DEPOSIT  · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY



Mutual Funds, Variable Annuities and Unit Investment Trusts are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus which contains this and other information can be obtained by calling your Financial Consultant. Read it carefully before you invest.