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 Directions5120 Northern BlvdWoodside
, New York 11377US - CitizensGet Directions144-01 Northern BlvdFlushing
, New York 11361US - CitizensGet Directions14702 Hillside AveJamaica
, New York 11435US - CitizensGet Directions3101 BroadwayLong Island City
, New York 11106US - CitizensGet Directions8703 Queens BlvdElmhurst
, New York 11373US - CitizensGet Directions4308 Bell BlvdBayside
, New York 11361US - CitizensGet Directions107-19 Continental AveForest Hills
, New York 11375US - CitizensGet Directions6971 Grand AveQueens
, New York 11378US - CitizensGet Directions15602 Aguilar AveFlushing
, New York 11367US - CitizensGet Directions5825 Myrtle AveRidgewood
, New York 11385US - CitizensGet Directions24-15 Queens Plaza NorthLong Island City
, New York 11101US - CitizensGet Directions2302 31st St.Long Island City
, New York 11105US - CitizensGet Directions15007 14th AveQueens
, New York 11357US
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.