![](http://dynl.mktgcdn.com/p/UbSfRMVdF-BwBsJ3l4MN1EixOfBdg8x9BW2Cl9MhTDg/200x149.jpg)
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, OstervilleGet Directions65 Wianno AveOsterville
, Massachusetts 02655US - Citizens Supermarket Branch, Marston Mills Stop & ShopGet Directions3900 Falmouth RdMarstons Mills
, Massachusetts 02648US - Citizens, Yarmouth Shopping CenterGet Directions1116 Main StSouth Yarmouth
, Massachusetts 02664US - Citizens Supermarket Branch, Hyannis Stop & ShopGet Directions425 Attucks Ln#BHyannis
, Massachusetts 02601US - Citizens, South DennisGet Directions434 Rte 134South Dennis
, Massachusetts 02660US - Citizens, SandwichGet Directions10 Merchants RdSandwich
, Massachusetts 02563US - Citizens Supermarket Branch, Orleans Stop & ShopGet Directions24 Rt. 6ASuite AOrleans
, Massachusetts 02653US - Citizens Supermarket Branch, Harwich Stop & ShopGet Directions111A Rte 137Harwich
, Massachusetts 02645US - Citizens, Hyannis RotaryGet Directions417 Barnstable RdHyannis
, Massachusetts 02601US
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.