
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 - Banking & Wealth Center, Monroeville Banking & Wealth CenterGet Directions4210 William Penn HwyMonroeville
, Pennsylvania 15146US - Citizens, SwissvaleGet Directions1918 McCague StPittsburgh
, Pennsylvania 15218US - Citizens, Turtle CreekGet Directions850 Penn AveTurtle Creek
, Pennsylvania 15145US - Citizens, WhitehallGet Directions70 Towne Square WayPittsburgh
, Pennsylvania 15227US - Citizens Supermarket Branch, Eastgate Plaza Giant EagleGet Directions5142 State Rt. 30Suite 1Greensburg
, Pennsylvania 15601US - Citizens Supermarket Branch, Monongahela Giant EagleGet Directions1300 Country Club RdMonongahela
, Pennsylvania 15063US - Citizens, Mount LebanonGet Directions712 Washington RdPittsburgh
, Pennsylvania 15228US - Citizens, Verona Penn HillsGet Directions6125 Saltsburg RdVerona
, Pennsylvania 15147US - Citizens Supermarket Branch, Penn Hills Giant EagleGet Directions230 Rodi RdPittsburgh
, Pennsylvania 15235US - Citizens, Pleasant HillsGet Directions50 Old Clairton RdPleasant Hills
, Pennsylvania 15236US - Citizens, Plum BoroGet Directions2005 Rte 286Plum
, Pennsylvania 15239US - Citizens Supermarket Branch, Bethel Park Giant EagleGet Directions5055 Library RdBethel Park
, Pennsylvania 15102US - Citizens Supermarket Branch, White Oak Giant EagleGet Directions2001 Lincoln WayWhite Oak
, Pennsylvania 15131US - Citizens, McMurrayGet Directions3901 Washington RdMcMurray
, Pennsylvania 15317US - Citizens, WashingtonGet Directions40 S Main StWashington
, Pennsylvania 15301US - Citizens Supermarket Branch, Washington Mall Giant EagleGet Directions331 Washington RdWashington
, Pennsylvania 15301US - Citizens, Eaton RoadGet Directions2841 Ligonier StLatrobe
, Pennsylvania 15650US - Citizens, GreensburgGet Directions400 S Main StGreensburg
, Pennsylvania 15601US - Citizens Supermarket Branch, Hempfield Giant EagleGet Directions6204 US 30Suite 1Greensburg
, Pennsylvania 15601US - Citizens Supermarket Branch, Irwin Giant EagleGet Directions8901 Old Rte 30Suite 2Irwin
, Pennsylvania 15642US - Citizens Supermarket Branch, Latrobe Giant EagleGet Directions1050 Mountain Laurel PlazaSte 1Latrobe
, Pennsylvania 15650US - Citizens, Lower BurrellGet Directions3136 Leechburg RdLower Burrell
, Pennsylvania 15068US - Citizens, Monessen ParkGet Directions1731 Grand BlvdMonessen
, Pennsylvania 15062US - Citizens Supermarket Branch, Murrysville Giant EagleGet Directions4810 Old Wm Penn HwyExport
, Pennsylvania 15632US - Citizens Supermarket Branch, New Kensington Giant EagleGet Directions200 Tarentum Bridge RdNew Kensington
, Pennsylvania 15068US - Citizens, North HuntingdonGet Directions648 Mills DrSuite #1North Huntingdon
, Pennsylvania 15642US - Citizens, Bethel Park St ClairGet Directions150 Fort Couch RdBethel Park
, Pennsylvania 15241US - Citizens, BloomfieldGet Directions4314 Penn AvePittsburgh
, Pennsylvania 15224US - Citizens Supermarket Branch, Bridgeville Giant EagleGet Directions1025 Washington PikeBridgeville
, Pennsylvania 15017US - Citizens Supermarket Branch, Caste Village Giant EagleGet Directions5260 Grove RdPittsburgh
, Pennsylvania 15236US - Citizens, CochranGet Directions1701 Cochran RdPittsburgh
, Pennsylvania 15220US - Citizens, Fox ChapelGet Directions837 Freeport RdPittsburgh
, Pennsylvania 15238US - Citizens Supermarket Branch, W Miffin Giant EagleGet Directions1356 Hoffman BlvdWest Mifflin
, Pennsylvania 15122US - Citizens Supermarket Branch, Mid-City Plaza TopsGet Directions301 Meadow DrNorth Tonawanda
, New York 14120US - Citizens, SewickleyGet Directions502 Broad StreetSewickley
, Pennsylvania 15143US - Citizens, PeeblesGet Directions8050 Peebles RdPittsburgh
, Pennsylvania 15237US - Citizens - Wealth CenterGet Directions1680 Washington RoadPittsburgh
, Pennsylvania 15241US
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.