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, BurgettstownGet Directions2020 Smith Township State RdBurgettstown
, Pennsylvania 15021US - Citizens, CarnegieGet Directions4 West Main STCarnegie
, Pennsylvania 15106US - Citizens, CraftonGet Directions31 Foster AvePittsburgh
, Pennsylvania 15205US - Citizens Supermarket Branch, McKees Rocks Giant EagleGet Directions1800 McKees Rocks RdMcKees Rock
, Pennsylvania 15136US - Citizens, CoraopolisGet Directions1132 Thorn Run ExtCoraopolis
, Pennsylvania 15108US - Citizens, Parkway WestGet Directions6400 Steubenville PikePittsburgh
, Pennsylvania 15205US - Citizens, Pointe at North FayetteGet Directions100 Andrew DrPittsburgh
, Pennsylvania 15275US
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.