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 Client can help you navigate that journey-and your financial future. With a dedicated advisory team, 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, East AmherstGet Directions9430 Transit RdEast Amherst
, New York 14051US - Citizens, HamburgGet Directions5469 Camp RoadHamburg
, New York 14075US - Citizens Supermarket Branch, Orchard Park TopsGet Directions3201 Southwestern BlvdOrchard Park
, New York 14127US - Citizens, West SenecaGet Directions1251 Union RdWest Seneca
, New York 14224US - Citizens, Transit LossonGet Directions4964 Transit RdDepew
, New York 14043US - Citizens, GlenwoodGet Directions3835 Peach StErie
, Pennsylvania 16509US - CitizensGet Directions25 West 12th StreetErie
, Pennsylvania 16501US - Citizens, SterrettaniaGet Directions3471 W 38th StErie
, Pennsylvania 16506US - Citizens - Closed, Millcreek Giant EagleGet Directions2067 Interchange RoadErie
, Pennsylvania 16509US - Citizens Supermarket Branch, Yorktown Square Giant EagleGet Directions2510 W 12th StErie
, Pennsylvania 16505US - Citizens, Oil City SouthGet Directions24 State StOil City
, Pennsylvania 16301US - Citizens Supermarket Branch, Harborcreek Giant EagleGet Directions4265 Buffalo RdErie
, Pennsylvania 16510US - Citizens, LibertyGet Directions6 Fountain PlazaBuffalo
, New York 14202US - Citizens, Main TransitGet Directions6850 Main StWilliamsville
, New York 14221US - Citizens, East AuroraGet Directions212 Main StreetEast Aurora
, New York 14052US - Citizens, TonawandaGet Directions20 Main StTonawanda
, New York 14150US - Citizens Supermarket Branch, South Park TopsGet Directions1460 S Park AveBuffalo
, New York 14220US - Citizens Supermarket Branch, Orchard Park TopsGet Directions355 Orchard Park RdWest Seneca
, New York 14224US - Citizens Supermarket Branch, Maple TopsGet Directions2351 Maple RdAmherst
, New York 14221US - Citizens, NorthtownGet Directions3180 Sheridan BlvdAmherst
, New York 14226US - Citizens, KenmoreGet Directions3494 Delaware AveTonawanda
, New York 14217US - Citizens, George Urban PlazaGet Directions2040 George Urban BlvdDepew
, New York 14043US - Citizens, HertelGet Directions1893 Elmwood AveBuffalo
, New York 14207US - Citizens, Georgetown SquareGet Directions5225 Sheridan DriveWilliamsville
, New York 14221US - Citizens, CreeksideGet Directions2797 Niagara Falls BlvdAmherst
, New York 14228US - Citizens, Niagara FallsGet Directions8298 Niagara Falls BlvdNiagara Falls
, New York 14304US - Citizens, Cheektowaga GalleriaGet Directions1722 Walden AveCheektowaga
, New York 14225US - Citizens, LockportGet Directions5793 S Transit RdLockport
, New York 14094US - Citizens Supermarket Branch, Portage TopsGet Directions1000 Portage RdNiagara Falls
, New York 14301US - Citizens Supermarket Branch, Grand Island TopsGet Directions2140 Grand Island BlvdGrand Island
, New York 14072US
SERVICES AND SOLUTIONS
Financial Planning
Our Advisors develop comprehensive plans that balance your everyday and long-term financial needs with an integrated approach to banking and investing.Insurance & Asset Planning
Protect your income stream and long-term plans from life's unexpected events with our insurance and asset protection strategies.Retirement Planning
Solutions to help you prepare for life after work, from long-term investment advice to health care strategies to insurance products, all based on your unique circumstances and individual goals.Investment Advice
Our qualified professionals can construct and manage your portfolio with the proper diversification and asset allocation to meet your unique investment objectives.Banking & Lending
When you face major expenses, our Advisors can help you decide whether your savings, a credit line, or a loan is your best payment option.Trust & Estate Planning
Assist with continuity planning and estate documentation as well as help to minimize estate taxes, maximize lifetime charitable giving and protect assets for future generations.Tax Planning
Our Advisors work with you to proactively identify tax planning opportunities and provide tax-efficient investment strategies.Multi-Family Office
Offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and private foundations.Charitable Giving
For individuals and families who want their philanthropy to continue for generations or are concerned with income tax minimization efficiency.Trust Advisory
For individuals and families who want corporate trustee services, inclusive of advisory and administration of all trust-related matters.
DISCOVER ALL THE WAYS WE CAN WORK TOGETHER
Citizens Private Client can help you stay on target with your financial goals.