
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 Directions2063 Frederick Douglass BoulevardNew York
, New York 10026US - CitizensGet Directions1340 Third AveNew York
, New York 10075US - CitizensGet Directions131 East 57th StreetNew York
, New York 10022US - CitizensGet Directions186 E. 86th StNew York
, New York 10028US - CitizensGet Directions1133 Ave of the AmericasNew York
, New York 10036US - 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 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 Directions267 5th AveNew York
, New York 10016US - 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 Directions235 Canal StreetNew York
, New York 10013US - CitizensGet Directions11 East Houston StreetNew York
, New York 10012US
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 receive a higher savings rate, earn more from your cash back credit card, have access to special lending discounts, and more.
DISCOVER ALL THE WAYS WE CAN WORK TOGETHER
Citizens Private Client can help you reach your financial goals.