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, BrattleboroGet Directions894 N Putney RdBrattleboro
, Vermont 05301US - Citizens, West LebanonGet Directions1 Interchange DrSuite 1West Lebanon
, New Hampshire 03784US - Citizens, ClaremontGet Directions74 Pleasant StClaremont
, New Hampshire 03743US - Citizens, KeeneGet Directions15 Main StKeene
, New Hampshire 03431US - Citizens, GoffstownGet Directions11 Church StGoffstown
, New Hampshire 03045US - Citizens, HennikerGet Directions4 Western AveHenniker
, New Hampshire 03242US - Citizens, MerrimackGet Directions268 Daniel Webster Hwy SMerrimack
, New Hampshire 03054US - Citizens, HudsonGet Directions71 Lowell RdHudson
, New Hampshire 03051US - Citizens, Milford OvalGet Directions173 Elm StMilford
, New Hampshire 03055US - Citizens, MainGet Directions238 Main StNashua
, New Hampshire 03060US - Citizens, North ElmGet Directions1550 N Elm StManchester
, New Hampshire 03104US
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.