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 ClientTM1 can help you navigate that journey – and your financial future. With a dedicated advisory team made up of your relationship manager, your 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.
LOCATIONS
- Citizens, LibertyGet Directions6 Fountain PlazaBuffalo
, New York 14202US - Citizens, NorthtownGet Directions3180 Sheridan BlvdAmherst
, New York 14226US - Citizens, TonawandaGet Directions20 Main StTonawanda
, New York 14150US - Citizens, CreeksideGet Directions2797 Niagara Falls BlvdAmherst
, New York 14228US - Citizens, Niagara FallsGet Directions8298 Niagara Falls BlvdNiagara Falls
, New York 14304US - Citizens Supermarket Branch, Portage TopsGet Directions1000 Portage RdNiagara Falls
, New York 14301US - Citizens Supermarket Branch, Grand Island TopsGet Directions2140 Grand Island BlvdGrand Island
, New York 14072US - Citizens, KenmoreGet Directions3494 Delaware AveTonawanda
, New York 14217US - Citizens, LockportGet Directions5793 S Transit RdLockport
, New York 14094US
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 Private Client 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
Private Client also provides premium benefits through CitizensPlusTM2. You’ll enjoy an investment match, receive a higher savings rate, earn more from your cash back credit card, have access to special lending discounts, and more.3
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.