
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, Van Dyke TimkenGet Directions23521 Van DykeWarren
, Michigan 48089US - Citizens, FarmingtonGet Directions23220 Farmington RdFarmington
, Michigan 48336US - Citizens, 12 Mile DequindreGet Directions2050 12 Mile RdWarren
, Michigan 48092US - Citizens, New CenterGet Directions7401 Woodward AveDetroit
, Michigan 48202US - Citizens, West BloomfieldGet Directions6465 Orchard Lake RdWest Bloomfield
, Michigan 48322US - Citizens, Sterling HeightsGet Directions36836 Van Dyke AveSterling Heights
, Michigan 48312US - Citizens, Farmington HillsGet Directions33333 W 12 Mile RdFarmington Hills
, Michigan 48334US - Citizens, Allen-GoddardGet Directions11006 Allen RdTaylor
, Michigan 48180US - Citizens, NewburghGet Directions37307 W 6 Mile RdLivonia
, Michigan 48152US - Citizens, SouthfieldGet Directions24563 Twelve Mile RdSouthfield
, Michigan 48033US - Citizens, Stephenson 14 MileGet Directions125 Stephenson HwyTroy
, Michigan 48083US - Citizens, PlymouthGet Directions790 Penniman AvePlymouth
, Michigan 48170US - Citizens, PlymouthGet Directions31441 Plymouth RdLivonia
, Michigan 48150US - Citizens, Grosse PointeGet Directions633 Notre Dame StGrosse Pointe
, Michigan 48230US - Citizens, HarperGet Directions31231 Harper StSaint Clair Shores
, Michigan 48082US - Citizens, Southfield Rd - WebsterGet Directions29779 Southfield Rd.Southfield
, Michigan 48076US - Citizens, Mack St JoanGet Directions21800 Greater Mack AveSt. Clair Shores
, Michigan 48080US - Citizens, Long Lake LivernoisGet Directions55 W Long Lake RdTroy
, Michigan 48098US - Citizens, RosevilleGet Directions26000 Gratiot AveRoseville
, Michigan 48066US - Citizens, Fort EurekaGet Directions14600 W Fort StSouthgate
, Michigan 48195US - Citizens, NoviGet Directions41400 W 10 Mile RdNovi
, Michigan 48375US - Citizens, CantonGet Directions41401 Ford RdCanton
, Michigan 48187US - Citizens, RochesterGet Directions44 N Adams RdRochester
, Michigan 48309US - Citizens, WaterfordGet Directions7670 Highland RdWaterford
, Michigan 48327US - Citizens, 18 Mile DequindreGet Directions2225 18 Mile RdSterling Heights
, Michigan 48314US - Citizens, OwossoGet Directions910 E Main StSuite COwosso
, Michigan 48867US - Citizens, ChesaningGet Directions100 W Broad StChesaning
, Michigan 48616US - Citizens, BirminghamGet Directions795 E Maple RoadBirmingham
, Michigan 48009US - Citizens, Dearborn/OakmanGet Directions12850 Michigan AvenueSuite BDearborn
, Michigan 48126US - Citizens, Grosse Pointe WoodsGet Directions19307 Mack AveGrosse Pointe Woods
, Michigan 48236US - Citizens, 16 Mile DequindreGet Directions2270 16 Mile RdSterling Heights
, Michigan 48310US - Citizens, Hayes 19 MileGet Directions15341 19 Mile RdClinton Township
, Michigan 48038US - Citizens, BellevilleGet Directions105 Main StBelleville
, Michigan 48111US - Citizens, Lake Orion-Oxford KrogerGet Directions1376B South Lapeer RdLake Orion
, Michigan 48360US - Citizens Supermarket Branch, Novi KrogerGet Directions47650 Grand River RdNovi
, Michigan 48375US - CitizensGet Directions1501 Michigan AvenueDetroit
, Michigan 48216US - Citizens, LewisGet Directions5911 Lewis AveToledo
, Ohio 43612US - Citizens, Byrne - GlendaleGet Directions1460 S Byrne RdToledo
, Ohio 43614US - Citizens, Secor SquareGet Directions3410 Secor Rd, Suite 510Suite 510Toledo
, Ohio 43606US - Citizens, East ToledoGet Directions602 Main StToledo
, Ohio 43605US - Citizens, TrilbyGet Directions3230 W Alexis RdToledo
, Ohio 43613US
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.