Philosophy
No matter what stage of life you’re in, you have important financial questions. Finding the right answers can be a complex and time-consuming journey. Citizens Private ClientTM1 can help you navigate that journey – and your financial future. With a dedicated advisory team made up of your relationship manager, your advisor, and a supporting team of qualified specialists, we can guide you in creating a comprehensive financial plan aligned to your unique situation and work with you to adjust that plan as your life changes along the way. Our process is collaborative and comprehensive, focused on the needs and goals of you, your family, and your legacy.
LOCATIONS
- Citizens, New LondonGet Directions470 Bank StreetNew London
, Connecticut 06320US - Citizens, Flanders Plaza Shopping CtrGet Directions15 Chesterfield RdSte 1East Lyme
, Connecticut 06333US - Citizens, GuilfordGet Directions1001 Boston Post RdGuilford
, Connecticut 06437US - Citizens, MadisonGet Directions256 Samson Rock DrMadison
, Connecticut 06443US - Citizens, MontvilleGet Directions221 Norwich -New London TpkeMontville
, Connecticut 06382US - Citizens, MysticGet Directions23 Broadway AveMystic
, Connecticut 06355US - Citizens, PlainfieldGet Directions16 Railroad AvePlainfield
, Connecticut 06374US - Citizens, WaterfordGet Directions117 Boston Post RdWaterford
, Connecticut 06385US - Citizens, WestbrookGet Directions1187 Boston Post RdWestbrook
, Connecticut 06498US - Citizens, North HavenGet Directions151 Washington Ave.North Haven
, Connecticut 06473US - Citizens, OrangeGet Directions222 Boston Post RdOrange
, Connecticut 06477US - Citizens, BroadGet Directions354 Broad StManchester
, Connecticut 06040US - Citizens, GrotonGet Directions816 Long Hill RdGroton
, Connecticut 06340US - Citizens, West HartfordGet Directions15 S Main StWest Hartford
, Connecticut 06107US - Citizens, Middletown Main StreetGet Directions211 South Main St.Unit #2Middletown
, Connecticut 06457US - Citizens, WashingtonGet Directions834 Washington StMiddletown
, Connecticut 06457US - Citizens, Cromwell SquareGet Directions61 Shunpike RdCromwell
, Connecticut 06416US - Citizens, East HamptonGet Directions8 E High StEast Hampton
, Connecticut 06424US - Citizens, Rocky Hill CromwellGet Directions856 Cromwell AveSte DRocky Hill
, Connecticut 06067US - Citizens, FoxonGet Directions430 Foxon RdEast Haven
, Connecticut 06512US - Citizens, HemingwayGet Directions263 Hemmingway AveEast Haven
, Connecticut 06512US - Citizens, ChurchGet Directions39 Church StNew Haven
, Connecticut 06510US - Citizens, HamdenGet Directions2584 Dixwell AveHamden
, Connecticut 06514US - Citizens, MilfordGet Directions123 Cherry StMilford
, Connecticut 06460US - Citizens, ForbesGet Directions430 Forbes AveNew Haven
, Connecticut 06512US - Citizens, BranfordGet Directions332 East Main StBranford
, Connecticut 06405US - Citizens Supermarket Branch, Lincoln Stop & ShopGet Directions28 Lincoln StHolyoke
, Massachusetts 01040US - Citizens Supermarket Branch, Belchertown Stop & ShopGet Directions20 George Hannum StBelchertown
, Massachusetts 01007US - Citizens Supermarket Branch, Northampton Stop & ShopGet Directions2265 Northampton StHolyoke
, Massachusetts 01040US - Citizens Supermarket Branch, Hadley Stop & ShopGet Directions456 Russell StHadley
, Massachusetts 01035US - Citizens Supermarket Branch, Northampton Stop & ShopGet Directions228 King StNorthampton
, Massachusetts 01060US - Citizens Supermarket Branch, Chicopee Stop & ShopGet Directions672 Memorial DrChicopee
, Massachusetts 01021US - Citizens Supermarket Branch, Westfield Stop & ShopGet Directions57 Main StWestfield
, Massachusetts 01085US - Citizens Supermarket Branch, Agawam Stop & ShopGet Directions1282 Springfield StFeeding Hills
, Massachusetts 01030US - Citizens, DowntownGet Directions33 Center StLudlow
, Massachusetts 01056US - Citizens, Springfield Island PondGet Directions20 Island Pond RdSpringfield
, Massachusetts 01118US - Citizens, ChicopeeGet Directions1283 Memorial DrChicopee
, Massachusetts 01020US - Citizens, Springfield MainGet Directions950 Main StSpringfield
, Massachusetts 01103US - Citizens Supermarket Branch, E Longmeadow Stop & ShopGet Directions470 N Main StEast Longmeadow
, Massachusetts 01028US - Citizens, CoventryGet Directions738 Tiogue AveCoventry
, Rhode Island 02816US - Citizens, WakefieldGet Directions51 Main StWakefield
, Rhode Island 02879US - Citizens, WesterlyGet Directions112 Franklin StWesterly
, Rhode Island 02891US - Citizens Supermarket Branch, Richmond Stop & ShopGet Directions3 Stillson RdRichmond
, Rhode Island 02898US - Citizens, Old LymeGet Directions83 Halls RdOld Lyme
, Connecticut 06371US - Citizens, ClintonGet Directions156 E Main StClinton
, Connecticut 06413US
SERVICES AND SOLUTIONS
Advice From A Team You Can Trust
A dedicated team of professionals will guide you through your financial journey. Plus, you’ll receive tailored advice from your team of knowledgeable professionals committed to understanding the needs and goals of you and your family.Custom Financial Planning
Financial planning will be at the heart of your Citizens Private Client relationship. A team of advisors, a CERTIFIED FINANCIAL PLANNERTM professional,1 and other specialists will work closely with you to design a truly personal approach to your finances. And you’ll continue to receive individualized support to adjust your plan as your life evolves.Exclusive Rewards
Private Client also provides premium benefits through CitizensPlusTM2. You’ll enjoy an investment match, receive a higher savings rate, earn more from your cash back credit card, have access to special lending discounts, and more.3
DISCOVER ALL THE WAYS WE CAN WORK TOGETHER
Citizens Wealth Management® can help you reach your financial goals. Find the Advisory solution that works best for you.