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 Client can help you navigate that journey-and your financial future. With a dedicated advisory team, 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
- CitizensGet Directions1 City PlaceWhite Plains
, New York 10601US - CitizensGet Directions24-15 Queens Plaza NorthLong Island City
, New York 11101US - CitizensGet Directions101 Delancey StreetNew York
, New York 10002US - CitizensGet Directions750 West Sunrise HighwaySuite 4110Valley Stream
, New York 11581US - CitizensGet Directions355 West Main StHuntington
, New York 11743US - CitizensGet Directions57 Middle Neck RdGreat Neck
, New York 11021US - CitizensGet Directions300 Main St Suite 1East Setauket
, New York 11733US - CitizensGet Directions395 Portion RdRonkonkoma
, New York 11779US - Citizens - ClosedGet Directions682 Dogwood AveFranklin Square
, New York 11010US - Citizens, RhinebeckGet Directions6708 Rte 9Rhinebeck
, New York 12572US - Citizens, YonkersGet Directions2195 Central Park AveYonkers
, New York 10710US - CitizensGet Directions144-01 Northern BlvdFlushing
, New York 11361US - CitizensGet DirectionsOne East Fordham RdBronx
, New York 10468US - CitizensGet Directions1756 Crosby AveBronx
, New York 10461US - CitizensGet Directions5880 Jericho TpkeCommack
, New York 11725US - CitizensGet Directions3130 Hempstead TpkeLevittown
, New York 11756US - CitizensGet Directions330 Sunrise HighwayRockville Centre
, New York 11570US - CitizensGet Directions569 West 235th StBronx
, New York 10463US - CitizensGet Directions67 Purchase StRye
, New York 10580US - CitizensGet Directions74 Pondfield RdBronxville
, New York 10708US - CitizensGet Directions260 North AveNew Rochelle
, New York 10801US - CitizensGet Directions80 8th AveNew York
, New York 10011US - CitizensGet Directions617 3rd AvenueNew York
, New York 10158US - CitizensGet Directions131 East 57th StreetNew York
, New York 10022US - CitizensGet Directions186 E. 86th StNew York
, New York 10028US - CitizensGet Directions1133 Ave of the AmericasNew York
, New York 10036US - CitizensGet Directions778 Yonkers AveYonkers
, New York 10704US - CitizensGet Directions449 S BroadwayYonkers
, New York 10705US - CitizensGet Directions1300 North AveNew Rochelle
, New York 10804US - CitizensGet Directions25715 Union TpkeGlen Oaks
, New York 11004US - CitizensGet Directions4040 Veterans Memorial HwyBohemia
, New York 11716US - CitizensGet Directions248 Montauk Hwy WestHampton Bays
, New York 11946US - CitizensGet Directions603 Jericho TpkeSyosset
, New York 11791US - CitizensGet Directions143 Second AvenueNew York
, New York 10003US - CitizensGet Directions1499 West AveBronx
, New York 10462US - CitizensGet Directions867 East Gate BoulevardGarden City
, New York 11530US - CitizensGet Directions859 Walt Whitman RoadMelville
, New York 11747US - CitizensGet Directions302 3rd AvenueNew York
, New York 10010US - CitizensGet Directions110 West BroadwayNew York
, New York 10013US - CitizensGet Directions1340 Third AveNew York
, New York 10075US - CitizensGet Directions3478 Boston RdBronx
, New York 10469US - Citizens, StamfordGet Directions59 Broad StStamford
, Connecticut 06901US - Citizens, GreenwichGet Directions53 Greenwich AveGreenwich
, Connecticut 06830US - Citizens, WallGet Directions273 Wall StKingston
, New York 12401US - Citizens, BeaconGet Directions344 Main StreetBeacon
, New York 12508US - Citizens, FishkillGet Directions463 Rte 9Fishkill
, New York 12524US - Citizens, Red Oaks MillGet Directions32 Vassar RdPoughkeepsie
, New York 12603US - Citizens, Vails GateGet Directions406 Rte 32Vails Gate
, New York 12584US - Citizens, Middletown EastGet Directions253 Rte 211 EMiddletown
, New York 10940US - CitizensGet Directions176 Myrtle AveBrooklyn
, New York 11201US - CitizensGet Directions675 Hempstead TurnpikeFranklin Square
, New York 11010US - CitizensGet Directions1556 Hylan Blvd.Staten Island
, New York 10305US - CitizensGet Directions896 Manhattan AvenueBrooklyn
, New York 11222US - CitizensGet Directions2929 Expressway Drive NIslandia
, New York 11749US - CitizensGet Directions1577 Northern BlvdManhasset
, New York 11030US - CitizensGet Directions6971 Grand AveQueens
, New York 11378US - CitizensGet Directions2150 Merrick RoadMerrick
, New York 11566US - CitizensGet Directions190 East Jericho TpkeMineola
, New York 11501US - CitizensGet Directions314 7th AveBrooklyn
, New York 11215US - CitizensGet Directions5825 Myrtle AveRidgewood
, New York 11385US - CitizensGet Directions1164 Wantagh AveWantagh
, New York 11793US - CitizensGet Directions15007 14th AveQueens
, New York 11357US - CitizensGet Directions236 BroadwayBrooklyn
, New York 11211US - CitizensGet Directions1330 Pennsylvania AveBrooklyn
, New York 11239US - CitizensGet Directions107-19 Continental AveForest Hills
, New York 11375US - CitizensGet Directions14702 Hillside AveJamaica
, New York 11435US - CitizensGet Directions15602 Aguilar AveFlushing
, New York 11367US - CitizensGet Directions5120 Northern BlvdWoodside
, New York 11377US - CitizensGet Directions8703 Queens BlvdElmhurst
, New York 11373US - CitizensGet Directions174 Montague StBrooklyn
, New York 11201US - CitizensGet Directions252 Bedford AvenueBrooklyn
, New York 11211US - CitizensGet Directions2302 31st St.Long Island City
, New York 11105US - CitizensGet Directions3101 BroadwayLong Island City
, New York 11106US - CitizensGet Directions399 Atlantic AveBrooklyn
, New York 11217US - CitizensGet Directions4308 Bell BlvdBayside
, New York 11361US - CitizensGet Directions4624 13th AvenueBrooklyn
, New York 11219US - CitizensGet Directions431-433 Court StBrooklyn
, New York 11231US - CitizensGet Directions563 Larkfield RoadEast Northport
, New York 11731US - CitizensGet Directions1067 BroadwayBayonne
, New Jersey 07002US - CitizensGet Directions347 Broad StreetBloomfield
, New Jersey 07003US - CitizensGet Directions310 Pompton AveCedar Grove
, New Jersey 07009US - CitizensGet Directions275 Chestnut StreetNewark
, New Jersey 07105US - CitizensGet Directions500 Clifton AveClifton
, New Jersey 07011US - CitizensGet Directions27 Prospect StreetEast Orange
, New Jersey 07017US - CitizensGet Directions246 Hackensack StreetEast Rutherford
, New Jersey 07073US - CitizensGet Directions108 Engle StreetEnglewood
, New Jersey 07631US - CitizensGet Directions1 OutWater LaneGarfield
, New Jersey 07026US - CitizensGet Directions70 Hackensack AvenueHackensack
, New Jersey 07601US - CitizensGet Directions221 River StreetSuite #3Hoboken
, New Jersey 07030US - CitizensGet Directions360 Martin Luther King DriveUnit #7HJersey City
, New Jersey 07305US - CitizensGet Directions300 Bergen AveKearny
, New Jersey 07032US - CitizensGet Directions255 Lafayette StreetNewark
, New Jersey 07105US - CitizensGet Directions24 E Northfield RdLivingston
, New Jersey 07039US - CitizensGet Directions123 Ridge RoadLyndhurst
, New Jersey 07071US - CitizensGet Directions45 Essex StreetMillburn
, New Jersey 07041US - CitizensGet Directions554 Bloomfield AveMontclair
, New Jersey 07042US - CitizensGet Directions829 Sanford AveNewark
, New Jersey 07106US - CitizensGet Directions79 South Orange AveSouth Orange
, New Jersey 07079US - CitizensGet Directions1065 Stuyvesant AveIrvington
, New Jersey 07111US - CitizensGet Directions1331 Springfield AveIrvington
, New Jersey 07111US - CitizensGet Directions725 Bloomfield AveVerona
, New Jersey 07044US - CitizensGet Directions820 Bloomfield AveWest Caldwell
, New Jersey 07006US - CitizensGet Directions89 River Drive SJersey City
, New Jersey 07310US - CitizensGet Directions213 Harrison StreetNutley
, New Jersey 07110US - CitizensGet Directions204 Main StreetFort Lee
, New Jersey 07024US
SERVICES AND SOLUTIONS
Financial Planning
Our Advisors develop comprehensive plans that balance your everyday and long-term financial needs with an integrated approach to banking and investing.Insurance & Asset Planning
Protect your income stream and long-term plans from life's unexpected events with our insurance and asset protection strategies.Retirement Planning
Solutions to help you prepare for life after work, from long-term investment advice to health care strategies to insurance products, all based on your unique circumstances and individual goals.Investment Advice
Our qualified professionals can construct and manage your portfolio with the proper diversification and asset allocation to meet your unique investment objectives.Banking & Lending
When you face major expenses, our Advisors can help you decide whether your savings, a credit line, or a loan is your best payment option.Trust & Estate Planning
Assist with continuity planning and estate documentation as well as help to minimize estate taxes, maximize lifetime charitable giving and protect assets for future generations.Tax Planning
Our Advisors work with you to proactively identify tax planning opportunities and provide tax-efficient investment strategies.Multi-Family Office
Offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and private foundations.Charitable Giving
For individuals and families who want their philanthropy to continue for generations or are concerned with income tax minimization efficiency.Trust Advisory
For individuals and families who want corporate trustee services, inclusive of advisory and administration of all trust-related matters.
DISCOVER ALL THE WAYS WE CAN WORK TOGETHER
Citizens Private Client can help you stay on target with your financial goals.