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, VictorGet Directions5 Eastview Mall DrVictor
, New York 14564US - Citizens, WebsterGet Directions66 W Main StWebster
, New York 14580US - 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, HenriettaGet Directions589 Jefferson RdRochester
, New York 14623US - Citizens, Eastway PlazaGet Directions1950 Empire BlvdWebster
, New York 14580US - Citizens Supermarket Branch, West TopsGet Directions450 West AveRochester
, New York 14611US - Citizens, Franklin Street NYGet Directions260 East Main StSuite 1000Rochester
, New York 14604US - Citizens, CiceroGet Directions7941 Brewerton RdCicero
, New York 13039US - Citizens, Northgate PlazaGet Directions3820 Dewey AveGreece
, New York 14616US - Citizens, Ridgemont PlazaGet Directions2833 West Ridge RoadRochester
, New York 14626US - 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 Supermarket Branch, Clinton TopsGet Directions1900 Clinton Ave SRochester
, New York 14618US - Citizens, BrightonGet Directions2000 Monroe AvenueRochester
, New York 14618US - Citizens, Westgate PlazaGet Directions2042 Chili AvenueRochester
, New York 14624US - Citizens, Culver Ridge PlazaGet Directions2255 E Ridge RdRochester
, New York 14622US - Citizens, Irondequoit PlazaGet Directions2255 Hudson AveRochester
, New York 14617US - Citizens, Chili CenterGet Directions3158 Chili AvenueRochester
, New York 14624US - Citizens, Panorama PlazaGet Directions715 Panorama TrlRochester
, New York 14625US - Citizens, Pittsford PlazaGet Directions3349 Monroe AveRochester
, New York 14618US
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.