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, SwampscottGet Directions500 Paradise RdSwampscott
, Massachusetts 01907US - Citizens Supermarket Branch, Lynn Stop & ShopGet Directions35 Washington StLynn
, Massachusetts 01901US - Citizens, SaugusGet Directions180 Main StSaugus
, Massachusetts 01906US - Citizens, Mystic MallGet Directions152 Everett AveChelsea
, Massachusetts 02150US - Citizens, East BostonGet Directions26 Central SquareEast Boston
, Massachusetts 02128US - Citizens, SpringGet Directions257 Spring StMedford
, Massachusetts 02155US - Citizens Supermarket Branch, Squire Stop & ShopGet Directions540 Squire RdRevere
, Massachusetts 02151US - Citizens Supermarket Branch, Furlong Stop & ShopGet Directions40 Furlong DrRevere
, Massachusetts 02151US - Citizens, RevereGet Directions385 BroadwayRevere
, Massachusetts 02151US - Citizens, WinthropGet Directions35 Putnam StWinthrop
, Massachusetts 02152US - Citizens, Medford CenterGet Directions1 Riverside AveMedford
, Massachusetts 02155US
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.