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, EnonGet Directions2 Enon StBeverly
, Massachusetts 01915US - Citizens Supermarket Branch, Newbury Stop & ShopGet Directions301 Newbury StDanvers
, Massachusetts 01923US - Citizens Supermarket Branch, Peabody Stop & ShopGet Directions19 Howley StPeabody
, Massachusetts 01960US - Citizens, GloucesterGet Directions147 Main StGloucester
, Massachusetts 01930US - Citizens, Malden CenterGet Directions225 Pleasant StreetMalden
, Massachusetts 02148US - Citizens, Oak GroveGet Directions876 Main StMalden
, Massachusetts 02148US - Citizens Supermarket Branch, Lynn Stop & ShopGet Directions35 Washington StLynn
, Massachusetts 01901US - Citizens Supermarket Branch, Malden Stop & ShopGet Directions99 Charles StMalden
, Massachusetts 02148US - Citizens, MishawumGet Directions1 Commerce WayWoburn
, Massachusetts 01801US - Citizens, SaugusGet Directions180 Main StSaugus
, Massachusetts 01906US - Citizens, Mystic MallGet Directions152 Everett AveChelsea
, Massachusetts 02150US - Citizens, SwampscottGet Directions500 Paradise RdSwampscott
, Massachusetts 01907US
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.