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, Cobbs CornerGet Directions90 Sharon StStoughton
, Massachusetts 02072US - Citizens, SharonGet Directions720 S Main StSharon
, Massachusetts 02067US - Citizens Supermarket Branch, Mansfield Stop & ShopGet Directions377 Chauncy StMansfield
, Massachusetts 02048US - Citizens Supermarket Branch, Walpole Stop & ShopGet Directions565 Main StWalpole
, Massachusetts 02081US - Citizens, RandolphGet Directions50 S Main StRandolph
, Massachusetts 02368US - Citizens, WashingtonGet Directions601 Washington StStoughton
, Massachusetts 02072US - Citizens Supermarket Branch, Montello Stop & ShopGet Directions932 N Montello StBrockton
, Massachusetts 02301US
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.