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.
- Citizens Supermarket Branch, Mariano Bishop Stop & ShopGet Directions333 Mariano Bishop BlvdFall River
- Citizens Supermarket Branch, Pleasant Stop & ShopGet Directions469 Pleasant StAttleboro
- Citizens Supermarket Branch, Raynham Stop & ShopGet Directions36 New Cape HwyRaynham
- Citizens Supermarket Branch, Rodman Stop & ShopGet Directions501 Rodman StFall River
- Citizens Supermarket Branch, Somerset Stop & ShopGet Directions815 Grand Army HwySomerset
- Citizens Supermarket Branch, N Attleboro Stop & ShopGet Directions206 E Washington StNorth Attleboro
- Citizens Supermarket Branch, Highland Stop & ShopGet Directions125 Highland AveSeekonk
- Citizens Supermarket Branch, Mayfair Stop & ShopGet Directions251 Washington StAttleboro
- Citizens, Dudley StationGet Directions2343 Washington StRoxbury
- Citizens, Fields CornerGet Directions217 Adams StDorchester
- Citizens, MattapanGet Directions1573 Blue Hill AveMattapan
- CitizensGet Directions1160 Blue Hill AvenueDorchester Center
- Citizens, MorrisseyGet Directions731 Morrissey BlvdDorchester
- Citizens, East MiltonGet Directions420 Granite AveMilton
- Citizens, Hyannis RotaryGet Directions417 Barnstable RdHyannis
- Citizens Supermarket Branch, Cedarville Shaw'sGet Directions2260 State RdPlymouth
- Citizens, Milton VillageGet Directions40 Adams StMilton
- CitizensGet Directions183 Massachusetts AvenueBoston
- Citizens Supermarket Branch, Milford Stop & ShopGet Directions126 Medway RdSuite 2Milford
- Citizens Supermarket Branch, Shrewsbury Stop & ShopGet Directions539 Boston TpkeShrewsbury
- Citizens, FraminghamGet Directions7 Hartford StFramingham
- Citizens, Hamilton PlazaGet Directions74 Main StFramingham
- Citizens, FenwayGet Directions1367 Boylston StreetSuite 4 EastBoston
- Citizens Supermarket Branch, Allston Stop & ShopGet Directions60 Everett StAllston
- Citizens Supermarket Branch, Abington Stop & ShopGet Directions375 Centre AveAbington
- Citizens, StowGet Directions159 Great RdStow
- CitizensGet Directions338 Congress StreetBoston
- CitizensGet Directions822 Somerville Ave.Suite 2Cambridge
- Citizens - Banking & Wealth CenterGet Directions99 High StreetBoston
- Citizens, Central SquareGet Directions689 Massachusetts AveCambridge
- Citizens, Harvard SquareGet Directions30 Brattle StCambridge
- Citizens Supermarket Branch, Newbury Stop & ShopGet Directions301 Newbury StDanvers
- Citizens Supermarket Branch, EastonGet Directions690 Depot StSte 9North Easton
- Citizens, Financial CenterGet DirectionsOne Financial CtrBoston
- Citizens, BridgewaterGet Directions755 Bedford StBridgewater
- Citizens, CharlestownGet Directions1 Austin StCharlestown
- Citizens, LechmereGet Directions11 First StCambridge
- Citizens, GrotonGet Directions163 Main StGroton
- Citizens, Davis SquareGet Directions212 Elm StSomerville
- Citizens, Kendall SquareGet Directions616 Main StreetCambridge
- Citizens, SummerGet Directions40 Summer StBoston
- Citizens, State StreetGet Directions28 State StBoston
SERVICES AND SOLUTIONS
Financial PlanningOur Advisors develop comprehensive plans that balance your everyday and long-term financial needs with an integrated approach to banking and investing.
Insurance & Asset PlanningProtect your income stream and long-term plans from life's unexpected events with our insurance and asset protection strategies.
Retirement PlanningSolutions 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 AdviceOur qualified professionals can construct and manage your portfolio with the proper diversification and asset allocation to meet your unique investment objectives.
Banking & LendingWhen 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 PlanningAssist 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 PlanningOur Advisors work with you to proactively identify tax planning opportunities and provide tax-efficient investment strategies.
Multi-Family OfficeOffers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and private foundations.
Charitable GivingFor individuals and families who want their philanthropy to continue for generations or are concerned with income tax minimization efficiency.
Trust AdvisoryFor 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.