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, PennfairGet Directions2200 Penfield RdPenfield
, New York 14526US - Citizens, NewarkGet Directions711 W Miller StNewark
, New York 14513US - Citizens, Perinton Square MallGet Directions6720 Pittsford Palmyra RdFairport
, New York 14450US - Citizens, CiceroGet Directions7941 Brewerton RdCicero
, New York 13039US - Citizens, FayettevilleGet Directions6770 E Genesee StFayetteville
, New York 13066US - Citizens, CamillusGet Directions3524 W Genesee StSyracuse
, New York 13219US - Citizens, LiverpoolGet Directions7541 Oswego RdLiverpool
, New York 13090US - Citizens Supermarket Branch - Closed, Ithaca TopsGet Directions710 S Meadow StIthaca
, New York 14850US - Citizens, Panorama PlazaGet Directions715 Panorama TrlRochester
, New York 14625US - Citizens, Pittsford PlazaGet Directions3349 Monroe AveRochester
, New York 14618US - Citizens, OneidaGet Directions1050 Glenwood AveOneida
, New York 13421US - Citizens, Utica DowntownGet Directions90 North Genesee StUtica
, New York 13502US - Citizens, WhitesboroGet Directions89 Oriskany BlvdWhitesboro
, New York 13492US
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.