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, Saratoga SpringsGet Directions1 Ballston AveSaratoga Springs
, New York 12866US - Citizens, QueensburyGet Directions771 Upper Glen StQueensbury
, New York 12804US - Citizens, South BurlingtonGet Directions1117 Shelburne RdSouth Burlington
, Vermont 05403US - Citizens, Essex JunctionGet Directions84 Pearl StEssex Junction
, Vermont 05452US - Citizens, St AlbansGet Directions152 S Main StSt. Albans
, Vermont 05478US - Citizens, WillistonGet Directions68 Helena DrWilliston
, Vermont 05495US - Citizens, MiddleburyGet Directions36 Middle RdMiddlebury
, Vermont 05753US - Citizens, BurlingtonGet Directions148 College StBurlington
, Vermont 05401US - Citizens, MontpelierGet Directions7 Main StMontpelier
, Vermont 05602US - Citizens, RutlandGet Directions47 Merchants RowRutland
, Vermont 05702US - Citizens, West PawletGet Directions1108 Vermont 149West Pawlet
, Vermont 05775US - Citizens, EndicottGet Directions1001 North StreetEndicott
, New York 13760US
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.