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 experts, 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 Supermarket Branch, Hadley Stop & ShopGet Directions456 Russell StHadley
, Massachusetts 01035US - Citizens Supermarket Branch, Northampton Stop & ShopGet Directions228 King StNorthampton
, Massachusetts 01060US - Citizens Supermarket Branch, Chicopee Stop & ShopGet Directions672 Memorial DrChicopee
, Massachusetts 01021US - CitizensGet Directions1575 Northampton StreetHolyoke
, Massachusetts 01040US - Citizens, ChicopeeGet Directions1283 Memorial DrChicopee
, Massachusetts 01020US
SERVICES AND SOLUTIONS
Dedicated Advisory Team
Your Private Client Relationship Manager and team of financial professionals will guide you in creating a comprehensive financial plan aligned to your unique situation. They’ll then regularly work with you to adjust that plan as your life evolves.Personalized Planning
Your team, including advisors, a CERTIFIED FINANCIAL PLANNER™ professional,1 and other specialists, will take time to understand your goals and develop a plan specific to the needs and aspirations of you and your family.Exclusive Rewards
Unlock premium benefits available only to Private Clients through CitizensPlus™2. Receive higher savings rates, increased cash back rewards, lending discounts, and more.
DISCOVER ALL THE WAYS WE CAN WORK TOGETHER
Citizens Private Client™ can help you reach your financial goals.