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 Directions330 Sunrise HighwayRockville Centre
, New York 11570US - CitizensGet Directions3130 Hempstead TpkeLevittown
, New York 11756US - CitizensGet Directions750 West Sunrise HighwaySuite 4110Valley Stream
, New York 11581US - CitizensGet Directions603 Jericho TpkeSyosset
, New York 11791US - CitizensGet Directions675 Hempstead TurnpikeFranklin Square
, New York 11010US - CitizensGet Directions1164 Wantagh AveWantagh
, New York 11793US - CitizensGet Directions2150 Merrick RoadMerrick
, New York 11566US - CitizensGet Directions867 East Gate BoulevardGarden City
, New York 11530US
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.