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
- CitizensGet Directions1499 West AveBronx
, New York 10462US - CitizensGet Directions3478 Boston RdBronx
, New York 10469US - CitizensGet DirectionsOne East Fordham RdBronx
, New York 10468US - CitizensGet Directions1756 Crosby AveBronx
, New York 10461US - CitizensGet Directions569 West 235th StBronx
, New York 10463US - CitizensGet Directions260 North AveNew Rochelle
, New York 10801US - CitizensGet Directions1300 North AveNew Rochelle
, New York 10804US - Citizens, YonkersGet Directions2195 Central Park AveYonkers
, New York 10710US - CitizensGet Directions74 Pondfield RdBronxville
, New York 10708US - CitizensGet Directions778 Yonkers AveYonkers
, New York 10704US - Citizens, StamfordGet Directions59 Broad StStamford
, Connecticut 06901US - CitizensGet Directions1 City PlaceWhite Plains
, New York 10601US - CitizensGet Directions67 Purchase StRye
, New York 10580US - CitizensGet Directions449 S BroadwayYonkers
, New York 10705US - Citizens, GreenwichGet Directions53 Greenwich AveGreenwich
, Connecticut 06830US - CitizensGet Directions26 BroadwayNew York
, New York 10004US - CitizensGet Directions101 Delancey StreetNew York
, New York 10002US - CitizensGet Directions143 Second AvenueNew York
, New York 10003US - CitizensGet Directions302 3rd AvenueNew York
, New York 10010US - CitizensGet Directions110 West BroadwayNew York
, New York 10013US - CitizensGet Directions518 Fashion AveNew York
, New York 10018US - CitizensGet Directions15 Union Square WestNew York
, New York 10003US - CitizensGet Directions800 6th AvenueNew York
, New York 10001US - CitizensGet Directions721 Amsterdam AveNew York
, New York 10025US - CitizensGet Directions235 Canal StreetNew York
, New York 10013US - CitizensGet Directions80 8th AveNew York
, New York 10011US - CitizensGet Directions617 3rd AvenueNew York
, New York 10158US - CitizensGet Directions252 West 57th StreetNew York
, New York 10107US - CitizensGet Directions11 East Houston StreetNew York
, New York 10012US - CitizensGet Directions267 5th AveNew York
, New York 10016US
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.