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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, FoxonGet Directions430 Foxon RdEast Haven
, Connecticut 06512US - Citizens, HemingwayGet Directions263 Hemmingway AveEast Haven
, Connecticut 06512US - Citizens, HamdenGet Directions2584 Dixwell AveHamden
, Connecticut 06514US - Citizens, Flanders Plaza Shopping CtrGet Directions15 Chesterfield RdSte 1East Lyme
, Connecticut 06333US - Citizens, ClintonGet Directions156 E Main StClinton
, Connecticut 06413US - Citizens, GuilfordGet Directions1001 Boston Post RdGuilford
, Connecticut 06437US - Citizens, Old LymeGet Directions83 Halls RdOld Lyme
, Connecticut 06371US - Citizens, PlainfieldGet Directions16 Railroad AvePlainfield
, Connecticut 06374US - Citizens, WestbrookGet Directions1187 Boston Post RdWestbrook
, Connecticut 06498US - Citizens, North HavenGet Directions151 Washington Ave.North Haven
, Connecticut 06473US - Citizens, BroadGet Directions354 Broad StManchester
, Connecticut 06040US - Citizens, Middletown Main StreetGet Directions211 South Main St.Unit #2Middletown
, Connecticut 06457US - Citizens, WashingtonGet Directions834 Washington StMiddletown
, Connecticut 06457US - Citizens, Cromwell SquareGet Directions61 Shunpike RdCromwell
, Connecticut 06416US - Citizens, East HamptonGet Directions8 E High StEast Hampton
, Connecticut 06424US - Citizens, MilfordGet Directions123 Cherry StMilford
, Connecticut 06460US - Citizens, ForbesGet Directions430 Forbes AveNew Haven
, Connecticut 06512US - Citizens, BranfordGet Directions332 East Main StBranford
, Connecticut 06405US
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 Private Client can help you reach your financial goals.