![](http://dynl.mktgcdn.com/p/R_5TbovtvmM279RHbZkrPEj1dj94d30sAlr1dR3yrzQ/200x143.jpg)
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, CiceroGet Directions7941 Brewerton RdCicero
, New York 13039US - Citizens, OneidaGet Directions1050 Glenwood AveOneida
, New York 13421US - Citizens, Utica DowntownGet Directions90 North Genesee StUtica
, New York 13502US - Citizens, WhitesboroGet Directions89 Oriskany BlvdWhitesboro
, New York 13492US - Citizens Supermarket Branch, Clinton TopsGet Directions1900 Clinton Ave SRochester
, New York 14618US - Citizens, Franklin Street NYGet Directions260 East Main StSuite 1000Rochester
, New York 14604US - Citizens, Pittsford PlazaGet Directions3349 Monroe AveRochester
, New York 14618US - Citizens, VictorGet Directions5 Eastview Mall DrVictor
, New York 14564US - Citizens, NewarkGet Directions711 W Miller StNewark
, New York 14513US - Citizens, Perinton Square MallGet Directions6720 Pittsford Palmyra RdFairport
, New York 14450US - Citizens, BrightonGet Directions2000 Monroe AvenueRochester
, New York 14618US - Citizens, PennfairGet Directions2200 Penfield RdPenfield
, New York 14526US - Citizens, Panorama PlazaGet Directions715 Panorama TrlRochester
, New York 14625US - Citizens, WebsterGet Directions66 W Main StWebster
, New York 14580US - Citizens, HenriettaGet Directions589 Jefferson RdRochester
, New York 14623US - Citizens, Westgate PlazaGet Directions2042 Chili AvenueRochester
, New York 14624US - Citizens, Culver Ridge PlazaGet Directions2255 E Ridge RdRochester
, New York 14622US - Citizens, Northgate PlazaGet Directions3820 Dewey AveGreece
, New York 14616US - Citizens, Irondequoit PlazaGet Directions2255 Hudson AveRochester
, New York 14617US - Citizens, Chili CenterGet Directions3158 Chili AvenueRochester
, New York 14624US - Citizens, Ridgemont PlazaGet Directions2833 West Ridge RoadRochester
, New York 14626US - Citizens, LibertyGet Directions6 Fountain PlazaBuffalo
, New York 14202US - Citizens, HamburgGet Directions5469 Camp RoadHamburg
, New York 14075US - Citizens, KenmoreGet Directions3494 Delaware AveTonawanda
, New York 14217US - Citizens, Main TransitGet Directions6850 Main StWilliamsville
, New York 14221US - Citizens, West SenecaGet Directions1251 Union RdWest Seneca
, New York 14224US - Citizens, George Urban PlazaGet Directions2040 George Urban BlvdDepew
, New York 14043US - Citizens, HertelGet Directions1893 Elmwood AveBuffalo
, New York 14207US - Citizens, NorthtownGet Directions3180 Sheridan BlvdAmherst
, New York 14226US - Citizens, Georgetown SquareGet Directions5225 Sheridan DriveWilliamsville
, New York 14221US - Citizens, CreeksideGet Directions2797 Niagara Falls BlvdAmherst
, New York 14228US - Citizens, Transit LossonGet Directions4964 Transit RdDepew
, New York 14043US - Citizens, East AmherstGet Directions9430 Transit RdEast Amherst
, New York 14051US - Citizens, East AuroraGet Directions212 Main StreetEast Aurora
, New York 14052US - Citizens, Niagara FallsGet Directions8298 Niagara Falls BlvdNiagara Falls
, New York 14304US - Citizens, Cheektowaga GalleriaGet Directions1722 Walden AveCheektowaga
, New York 14225US - Citizens, TonawandaGet Directions20 Main StTonawanda
, New York 14150US - Citizens, LockportGet Directions5793 S Transit RdLockport
, New York 14094US - Citizens Supermarket Branch, Orchard Park TopsGet Directions3201 Southwestern BlvdOrchard Park
, New York 14127US - Citizens, Eastway PlazaGet Directions1950 Empire BlvdWebster
, New York 14580US - Citizens, FayettevilleGet Directions6770 E Genesee StFayetteville
, New York 13066US - Citizens, CamillusGet Directions3524 W Genesee StSyracuse
, New York 13219US - Citizens, LiverpoolGet Directions7541 Oswego RdLiverpool
, New York 13090US - 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 Supermarket Branch, South Park TopsGet Directions1460 S Park AveBuffalo
, New York 14220US - Citizens Supermarket Branch - Closed, Ithaca TopsGet Directions710 S Meadow StIthaca
, New York 14850US - Citizens Supermarket Branch, Orchard Park TopsGet Directions355 Orchard Park RdWest Seneca
, New York 14224US - Citizens Supermarket Branch, West TopsGet Directions450 West AveRochester
, New York 14611US - Citizens Supermarket Branch, Maple TopsGet Directions2351 Maple RdAmherst
, New York 14221US - Citizens, Binghamton WestGet Directions247 Main StBinghamton
, New York 13905US - Citizens, Vestal EastGet Directions3212 Vestal Pkwy EVestal
, New York 13850US - Citizens, EndicottGet Directions1001 North StreetEndicott
, New York 13760US
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.