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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, HarborcreekGet Directions4430 Buffalo RoadErie
, Pennsylvania 16510US - Citizens, George Urban PlazaGet Directions2040 George Urban BlvdDepew
, New York 14043US - Citizens, East AuroraGet Directions212 Main StreetEast Aurora
, New York 14052US - Citizens Supermarket Branch, Orchard Park TopsGet Directions355 Orchard Park RdWest Seneca
, New York 14224US - Citizens, MeadvilleGet Directions1133 Park AveMeadville
, Pennsylvania 16335US - Citizens, Grove CityGet Directions165 S Broad StGrove City
, Pennsylvania 16127US - Citizens, HermitageGet Directions3390 E State StHermitage
, Pennsylvania 16148US - Citizens Supermarket Branch, Wilmington Giant EagleGet Directions3230 Wilmington RdNew Castle
, Pennsylvania 16105US
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.