
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
- CitizensGet Directions130 N County Line RdJackson
, New Jersey 08527US - CitizensGet Directions425 Route 70Lakewood
, New Jersey 08701US - CitizensGet Directions605 Madison AveLakewood
, New Jersey 08701US - CitizensGet Directions2147 Bridge AvePoint Pleasant
, New Jersey 08742US - CitizensGet Directions2426 NJ-34Manasquan
, New Jersey 08736US
SERVICES AND SOLUTIONS
Advice From A Team You Can Trust
A dedicated team of professionals 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. A team of advisors, 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.Exclusive Rewards
Your Citizens Wealth Management relationship also comes with product and relationship benefits, like a higher savings rate, cash back credit card, access to special lending discounts and more.
DISCOVER ALL THE WAYS WE CAN WORK TOGETHER
Citizens Private Client can help you stay on target with your financial goals.