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
- Citizens Supermarket Branch, Mariano Bishop Stop & ShopGet Directions333 Mariano Bishop BlvdFall River
, Massachusetts 02721US - Citizens Supermarket Branch, Pleasant Stop & ShopGet Directions469 Pleasant StAttleboro
, Massachusetts 02703US - Citizens Supermarket Branch, Raynham Stop & ShopGet Directions36 New Cape HwyRaynham
, Massachusetts 02767US - Citizens Supermarket Branch, Rodman Stop & ShopGet Directions501 Rodman StFall River
, Massachusetts 02720US - Citizens Supermarket Branch, Somerset Stop & ShopGet Directions815 Grand Army HwySomerset
, Massachusetts 02725US - Citizens Supermarket Branch, N Attleboro Stop & ShopGet Directions206 E Washington StNorth Attleboro
, Massachusetts 02763US - Citizens Supermarket Branch, Highland Stop & ShopGet Directions125 Highland AveSeekonk
, Massachusetts 02771US - Citizens Supermarket Branch, Mayfair Stop & ShopGet Directions251 Washington StAttleboro
, Massachusetts 02703US - Citizens, Dudley StationGet Directions2343 Washington StRoxbury
, Massachusetts 02119US - Citizens, Fields CornerGet Directions217 Adams StDorchester
, Massachusetts 02122US - Citizens, MattapanGet Directions1573 Blue Hill AveMattapan
, Massachusetts 02126US - CitizensGet Directions1160 Blue Hill AvenueDorchester Center
, Massachusetts 02124US - Citizens, MorrisseyGet Directions731 Morrissey BlvdDorchester
, Massachusetts 02122US - Citizens, East MiltonGet Directions420 Granite AveMilton
, Massachusetts 02186US - Citizens Supermarket Branch, Cedarville Shaw'sGet Directions2260 State RdPlymouth
, Massachusetts 02360US - Citizens, Milton VillageGet Directions40 Adams StMilton
, Massachusetts 02187US - CitizensGet Directions183 Massachusetts AvenueBoston
, Massachusetts 02115US - Citizens Supermarket Branch, Milford Stop & ShopGet Directions126 Medway RdSuite 2Milford
, Massachusetts 01757US - Citizens Supermarket Branch, Shrewsbury Stop & ShopGet Directions539 Boston TpkeShrewsbury
, Massachusetts 01545US - Citizens, FraminghamGet Directions7 Hartford StFramingham
, Massachusetts 01701US - Citizens, Hamilton PlazaGet Directions74 Main StFramingham
, Massachusetts 01701US - Citizens, FenwayGet Directions1367 Boylston StreetSuite 4 EastBoston
, Massachusetts 02215US - Citizens Supermarket Branch, Allston Stop & ShopGet Directions305 Guest StreetAllston
, Massachusetts 02134US - Citizens Supermarket Branch, Abington Stop & ShopGet Directions375 Centre AveAbington
, Massachusetts 02351US - CitizensGet Directions338 Congress StreetBoston
, Massachusetts 02210US - CitizensGet Directions822 Somerville Ave.Suite 2Cambridge
, Massachusetts 02140US - Citizens - Banking & Wealth CenterGet Directions99 High StreetBoston
, Massachusetts 02110US - Citizens, Central SquareGet Directions689 Massachusetts AveCambridge
, Massachusetts 02139US - Citizens, Harvard SquareGet Directions30 Brattle StCambridge
, Massachusetts 02138US - Citizens Supermarket Branch, Newbury Stop & ShopGet Directions301 Newbury StDanvers
, Massachusetts 01923US - Citizens Supermarket Branch, EastonGet Directions690 Depot StSte 9North Easton
, Massachusetts 02356US - Citizens, Financial CenterGet DirectionsOne Financial CtrBoston
, Massachusetts 02111US - Citizens, BridgewaterGet Directions755 Bedford StBridgewater
, Massachusetts 02324US - Citizens, CharlestownGet Directions1 Austin StCharlestown
, Massachusetts 02129US - Citizens, LechmereGet Directions11 First StCambridge
, Massachusetts 02141US - Citizens, Kendall SquareGet Directions616 Main StreetCambridge
, Massachusetts 02139US - Citizens, SummerGet Directions40 Summer StBoston
, Massachusetts 02110US - Citizens, State StreetGet Directions28 State StBoston
, Massachusetts 02109US - Citizens, Union SquareGet Directions40 Union SquareSomerville
, Massachusetts 02143US - Citizens, Winter HillGet Directions338 BroadwaySomerville
, Massachusetts 02145US - Citizens, Mystic MallGet Directions152 Everett AveChelsea
, Massachusetts 02150US - Citizens, RevereGet Directions385 BroadwayRevere
, Massachusetts 02151US - Citizens Supermarket Branch, Squire Stop & ShopGet Directions540 Squire RdRevere
, Massachusetts 02151US - Citizens, East BostonGet Directions26 Central SquareEast Boston
, Massachusetts 02128US - Citizens, Copley SquareGet Directions607 Boylston StBoston
, Massachusetts 02116US
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.