Primevest honors Citizens Financial Advisors Investment Services

PRINCETON — Primevest Financial Services recently honored its top performers of 2008 at its National Planning Conference held in Minneapolis, Minn. The honorees included Citizens Financial Advisors Investment Services.

“It was a historically challenging year, but Citizens Financial Advisors Investment Services delivered outstanding results,” said Primevest President/CEO Catherine Bonneau. “The investment program enjoyed continued growth while remaining focused on clients’ needs. We’re delighted to recognize the staff for a job well done.”

The program based at Citizens First National Bank claimed first-place honors in the $500 million-to-$1 billion asset category.

“We’re proud of our programs’ accomplishments, especially given the challenging financial markets of the past year, and we’re excited about what they are poised to accomplish this year,” said Bonneau. “The competition for our annual honors keeps building because of the impressive efforts happening throughout our entire client base as programs strategically move more toward serving the holistic needs of investors.”

“The client advisor staff continues to effectively serve our clients,” said Tony Sorcic, president of Citizens First National Bank. “The growth in our program is the result of personal service and a high level of attention to those little details. Our clients are our friends. This award is a credit to our professional staff and our clients.”

Primevest Financial Services is a self-clearing broker-dealer serving the clients of nearly 600 financial institutions in 50 states and Guam.