Consultants

Keep the conversation going with smart financial services

Our Expertise

Guidance to strengthen your consulting firm

  • Our in-depth industry knowledge of consulting firms helps us tailor financial services packages to meet your specific needs
  • Increase the transparency of your cash flow with from any device with Commercial Advantage online services
  • Use lines of credit backed by accounts receivable and inventory
  • Expedite international payments and commercial letters of credit
Products and Services

Customizable solutions for consultants

Owner Occupied Real Estate

Expand your operations with business real estate title investments and rental services.

Equipment Lending

Get flexible lending solutions for the tools and equipment you need to do business.

Credit Cards

Conveniently handle business spending and earn rewards at the same time with business Visa® credit cards.

Merchant Services

Get customized payment processing services for your consulting firm.

Commercial Advantage

Quickly access and manage your business accounts on the go, with 24/7 mobile access.

Remote Deposit Capture

Save time by depositing checks remotely using our desktop scanner.D

Fraud Risk Management

Protect your firm from every angle with advanced loss prevention services.

Insurance

Ensure your firm stays protected with a range of insurance options like property and casualty insurance, and professional liability.D

Wealth Advisory

From 401(k)s to retirement plans, our institutional wealth advisors guide your firm to better financial benchmarks.D

Professional Services Insights

Expand your expertise

Account openings and credit are subject to bank approval.

Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value.  They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested. There is no guarantee that a strategy will achieve its objective.

About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company. icon: sys-ehl

For more information about FCIS, FCAM or SVBW and its investment professionals, click the links below:

FirstCitizens.com/Wealth/Disclosures

SVB.com/Private-Bank/Disclosures/Form-ADV

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

Remote Deposit Capture is subject to contractual terms and conditions.

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.

Bank deposit products are offered by First Citizens Bank. Member FDIC and an Equal Housing Lender. icon: sys-ehl.

NMLSR ID 503941