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 Management® 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.2
LOCATIONS
- Citizens Supermarket Branch, Monongahela Giant EagleGet Directions1300 Country Club RdMonongahela
, Pennsylvania 15063US - Citizens, WashingtonGet Directions40 S Main StWashington
, Pennsylvania 15301US - Citizens Supermarket Branch, Washington Mall Giant EagleGet Directions331 Washington RdWashington
, Pennsylvania 15301US - Citizens, Monessen ParkGet Directions1731 Grand BlvdMonessen
, Pennsylvania 15062US - Citizens Supermarket Branch, Finleyville Giant EagleGet Directions3701 Pennsylvania Rte 88Finleyville
, Pennsylvania 15332US
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.