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, North ConwayGet Directions2779 White Mountain HwyNorth Conway
, New Hampshire 03860US - Citizens, MeredithGet Directions66 New Hampshire 25Meredith
, New Hampshire 03253US - Citizens, LincolnGet Directions10 Lumber Yard RdLincoln
, New Hampshire 03251US - Citizens, LaconiaGet Directions587 Main StLaconia
, New Hampshire 03246US - Citizens, ColebrookGet Directions104 Main StColebrook
, New Hampshire 03576US - Citizens, PlymouthGet Directions20 Highland StPlymouth
, New Hampshire 03264US - Citizens, HooksettGet Directions1283 Hooksett RdHooksett
, New Hampshire 03106US - Citizens, WolfeboroGet Directions70 South Main StWolfeboro
, New Hampshire 03894US
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.