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, Van Dyke TimkenGet Directions23521 Van DykeWarren
- Citizens, FarmingtonGet Directions23220 Farmington RdFarmington
- Citizens, 12 Mile DequindreGet Directions2050 12 Mile RdWarren
- Citizens, New CenterGet Directions7401 Woodward AveDetroit
- Citizens, West BloomfieldGet Directions6465 Orchard Lake RdWest Bloomfield
- Citizens, Sterling HeightsGet Directions36836 Van Dyke AveSterling Heights
- Citizens, Farmington HillsGet Directions33333 W 12 Mile RdFarmington Hills
- Citizens, Allen-GoddardGet Directions11006 Allen RdTaylor
- Citizens, NewburghGet Directions37307 W 6 Mile RdLivonia
- Citizens, SouthfieldGet Directions24563 Twelve Mile RdSouthfield
- Citizens, Stephenson 14 MileGet Directions125 Stephenson HwyTroy
- Citizens, PlymouthGet Directions790 Penniman AvePlymouth
- Citizens, PlymouthGet Directions31441 Plymouth RdLivonia
- Citizens, Grosse PointeGet Directions633 Notre Dame StGrosse Pointe
- Citizens, HarperGet Directions31231 Harper StSaint Clair Shores
- Citizens, Southfield Rd - WebsterGet Directions29779 Southfield Rd.Southfield
- Citizens, Mack St JoanGet Directions21800 Greater Mack AveSt. Clair Shores
- Citizens, Long Lake LivernoisGet Directions55 W Long Lake RdTroy
- Citizens, RosevilleGet Directions26000 Gratiot AveRoseville
- Citizens, Fort EurekaGet Directions14600 W Fort StSouthgate
- Citizens, NoviGet Directions41400 W 10 Mile RdNovi
- Citizens, CantonGet Directions41401 Ford RdCanton
- Citizens, RochesterGet Directions44 N Adams RdRochester
- Citizens, WaterfordGet Directions7670 Highland RdWaterford
- Citizens, 18 Mile DequindreGet Directions2225 18 Mile RdSterling Heights
- Citizens, OwossoGet Directions910 E Main StSuite COwosso
- Citizens, ChesaningGet Directions100 W Broad StChesaning
- Citizens, BirminghamGet Directions795 E Maple RoadBirmingham
- Citizens, Dearborn/OakmanGet Directions12850 Michigan AvenueSuite BDearborn
- Citizens, Grosse Pointe WoodsGet Directions19307 Mack AveGrosse Pointe Woods
- Citizens, 16 Mile DequindreGet Directions2270 16 Mile RdSterling Heights
- Citizens, Hayes 19 MileGet Directions15341 19 Mile RdClinton Township
- Citizens, BellevilleGet Directions105 Main StBelleville
- Citizens, Lake Orion-Oxford KrogerGet Directions1376B South Lapeer RdLake Orion
- Citizens Supermarket Branch, Novi KrogerGet Directions47650 Grand River RdNovi
- CitizensGet Directions1501 Michigan AvenueDetroit
- Citizens, LewisGet Directions5911 Lewis AveToledo
- Citizens, Byrne - GlendaleGet Directions1460 S Byrne RdToledo
- Citizens, Secor SquareGet Directions3410 Secor Rd, Suite 510Suite 510Toledo
- Citizens, East ToledoGet Directions602 Main StToledo
- Citizens, TrilbyGet Directions3230 W Alexis RdToledo
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.