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 Supermarket Branch, Bensalem ACMEGet Directions2301 Bristol RdBensalem
, Pennsylvania 19020US - Citizens, BrookwoodGet Directions1881 Street RdBensalem
, Pennsylvania 19020US - CitizensGet Directions60 East Street RoadFeasterville-Trevose
, Pennsylvania 19053US - Citizens Supermarket Branch, Fairless Hills GiantGet Directions471 S Oxford Valley RdFairless Hills
, Pennsylvania 19030US - Citizens, LevittownGet Directions4565 New Falls RdLevittown
, Pennsylvania 19056US - Citizens, Franklin MillsGet Directions195 Franklin BlvdPhiladelphia
, Pennsylvania 19154US - Citizens, SouthamptonGet Directions464 Second St PikeSouthampton
, Pennsylvania 18966US - Citizens, JamisonGet Directions2395 York RdJamison
, Pennsylvania 18929US - Citizens, Upper MainGet Directions559 N Main StDoylestown
, Pennsylvania 18901US - Citizens, Maple GlenGet Directions822 Welsh RdHorsham
, Pennsylvania 19044US - Citizens Supermarket Branch, Warminster GiantGet Directions720-D W Street RdWarminster
, Pennsylvania 18974US - Citizens, Willow Grove Blair MillGet Directions3905 Welsh RdWillow Grove
, Pennsylvania 19090US
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.