
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 Wealth ManagementTM1 can help you navigate that journey – and your financial future. With a dedicated Wealth 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.
SERVICES AND SOLUTIONS
Advice From A Team You Can Trust
A dedicated Wealth Advisor 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 Wealth Management relationship. Your Wealth Advisor, 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.Premium Benefits
Citizens Wealth Management also provides access to premium banking benefits through your relationship with Citizens including a higher savings rate, more from your cash back credit card, access to special lending discounts, and more.3
LOCATIONS
- Citizens, MishawumGet Directions1 Commerce WayWoburn
, Massachusetts 01801US - Citizens, Arlington CenterGet Directions699 Massachusetts AveArlington
, Massachusetts 02476US - CitizensGet Directions140 Lexington StreetBurlington
, Massachusetts 01803US - Citizens, Medford CenterGet Directions1 Riverside AveMedford
, Massachusetts 02155US - CitizensGet Directions762 Elm StreetConcord
, Massachusetts 01742US - Citizens, Arlington HeightsGet Directions1420 Massachusetts AveArlington
, Massachusetts 02476US - Citizens, BedfordGet Directions287 Great RdBedford
, Massachusetts 01730US - Citizens, LexingtonGet Directions1776 Massachusetts AveLexington
, Massachusetts 02420US - Citizens, North WalthamGet Directions1084 Lexington StNorth Waltham
, Massachusetts 02452US - Citizens, WalthamGet Directions716 Main StWaltham
, Massachusetts 02451US - Citizens, BelmontGet Directions65 Leonard StBelmont
, Massachusetts 02478US - Citizens, North ReadingGet Directions80 Main StSuite 3North Reading
, Massachusetts 01864US - Citizens, WilmingtonGet Directions224 Main StWilmington
, Massachusetts 01887US - Citizens Supermarket Branch, Stoneham Stop & ShopGet Directions259 Main StStoneham
, Massachusetts 02180US - Citizens Supermarket Branch, Woburn Stop & ShopGet Directions2 Elm StWoburn
, Massachusetts 01801US - Citizens Supermarket Branch, Reading Stop & ShopGet Directions25 Walkers Brook DrReading
, Massachusetts 01867US - Citizens, MainGet Directions355 Main StWoburn
, Massachusetts 01801US - Citizens, WinchesterGet Directions791 Main StWinchester
, Massachusetts 01890US - Citizens, RussellGet Directions6 Russell StWoburn
, Massachusetts 01801US - Citizens, WestonGet Directions415 Boston Post RdWeston
, Massachusetts 02493US - Citizens, ActonGet Directions270 Great RdActon
, Massachusetts 01720US - Citizens, LittletonGet Directions272 Great RdLittleton
, Massachusetts 01460US - Citizens, GrotonGet Directions163 Main StGroton
, Massachusetts 01450US
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.