
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, Campus Martius ParkGet Directions777 Woodward AveDetroit
, Michigan 48226US - Citizens, FerndaleGet Directions23011 Woodward AveFerndale
, Michigan 48220US - Citizens, RedfordGet Directions21500 Grand River AveDetroit
, Michigan 48219US - Citizens, Royal OakGet Directions200 S Main StRoyal Oak
, Michigan 48067US - Citizens, Warren WoodmontGet Directions16501 W Warren AveDetroit
, Michigan 48228US - Citizens, NorthlandGet Directions23067 Coolidge HwyOak Park
, Michigan 48237US - Citizens, WestlandGet Directions7205 Wayne RdWestland
, Michigan 48185US - Citizens, MoravianGet Directions36520 Moravian DrClinton Township
, Michigan 48035US - Citizens, RichmondGet Directions69055 Main StRichmond
, Michigan 48062US - Citizens, RochesterGet Directions44 N Adams RdRochester
, Michigan 48309US - CitizensGet Directions3132 Woodward AveDetroit
, Michigan 48201US - Citizens, Haggerty Rd - CommerceGet Directions1761 Haggerty RdCommerce Township
, Michigan 48390US - West Road/AllenGet Directions20420 West RoadWoodhaven
, Michigan 48183US - Citizens, Eureka-PardeeGet Directions23455 Eureka RdTaylor
, Michigan 48180US - Citizens - Closed, Ann Arbor WashtenawGet Directions3365 Washtenaw AveSuite LAnn Arbor
, Michigan 48104US - Citizens, Shelby CreekGet Directions8484 26 Mile RdShelby Township
, Michigan 48316US - Citizens Supermarket Branch, South Lyon Busch'sGet Directions22385 Pontiac TrlSouth Lyon
, Michigan 48178US - Citizens, Chesterfield TownshipGet Directions27375 23 Mile RdChesterfield Township
, Michigan 48051US - Citizens, Canton TownshipGet Directions285 N Canton Ctr RdCanton
, Michigan 48187US - Citizens, Plymouth Township NorthvilleGet Directions44815 Five Mile RdPlymouth Township
, Michigan 48170US - Citizens Supermarket Branch, 25 Mile Dequindre KrogerGet Directions2058 25 Mile RdShelby Township
, Michigan 48316US - Citizens Supermarket Branch, 21 Mile KrogerGet Directions21555 21 Mile RdMacomb Township
, Michigan 48044US - Citizens Supermarket Branch, Taylor KrogerGet Directions7000 Monroe BlvdTaylor
, Michigan 48180US - Citizens, Rochester HillsGet Directions2580 S Rochester RdRochester Hills
, Michigan 48307US - Citizens Supermarket Branch, Cherry Hill KrogerGet Directions200 Merriman RdWestland
, Michigan 48186US - Citizens, Woodward Long LakeGet Directions39510 Woodward AveBloomfield Hills
, Michigan 48304US - Citizens, MichiganGet Directions23801 Michigan AveDearborn
, Michigan 48124US - Citizens, Ford GulleyGet Directions25350 Ford RdDearborn Heights
, Michigan 48127US - Citizens, Shelby TownshipGet Directions49417 Van DykeShelby Township
, Michigan 48317US - Citizens, GreenfieldGet Directions15930 Michigan AveDearborn
, Michigan 48126US - Citizens, 12 Mile Van DykeGet Directions8383 12 Mile RdWarren
, Michigan 48093US - Citizens, East LivoniaGet Directions28999 W 5 Mile RdLivonia
, Michigan 48154US - Citizens Supermarket Branch, Brighton KrogerGet Directions9968 E Grand RiverBrighton
, Michigan 48116US - Citizens Supermarket Branch, Commerce Township KrogerGet Directions2905 Union Lake RdSuite ACommerce Township
, Michigan 48382US - Citizens Supermarket Branch, 23 Mile & Hayes KrogerGet Directions14945 23 Mile RdShelby Township
, Michigan 48315US
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.