
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 Wealth ManagementTM1 can help you navigate that journey – and your financial future. With a dedicated Wealth 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.
SERVICES AND SOLUTIONS
Advice From A Team You Can Trust
A dedicated Wealth Advisor 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. Your Wealth Advisor, 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.Premium Benefits
Citizens Wealth Management also provides access to premium banking benefits through your relationship with Citizens including a higher savings rate, more from your cash back credit card, access to special lending discounts, and more.3
LOCATIONS
- 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, 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 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 - CitizensGet Directions2300 N. Triphammer RoadIthaca
, 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 Supermarket Branch, Clinton TopsGet Directions1900 Clinton Ave SRochester
, New York 14618US - Citizens, Franklin Street NYGet Directions260 East Main StSuite 188Rochester
, New York 14604US - Citizens, Chili CenterGet Directions3158 Chili AvenueRochester
, New York 14624US - Citizens, LibertyGet Directions6 Fountain PlazaBuffalo
, New York 14202US
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.