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, DowntownGet Directions33 Center StLudlow
, Massachusetts 01056US - Citizens Supermarket Branch, Lincoln Stop & ShopGet Directions28 Lincoln StHolyoke
, Massachusetts 01040US - Citizens Supermarket Branch, Belchertown Stop & ShopGet Directions20 George Hannum StBelchertown
, Massachusetts 01007US - Citizens Supermarket Branch, Grafton Stop & ShopGet Directions949 Grafton StWorcester
, Massachusetts 01604US - Citizens Supermarket Branch, Grafton Stop & ShopGet Directions100 Worcester StGrafton
, Massachusetts 01536US - Citizens Supermarket Branch, Lyman Stop & ShopGet Directions32 Lyman StWestboro
, Massachusetts 01581US - Citizens Supermarket Branch, Lincoln Plaza Stop & ShopGet Directions541A Lincoln St.Worcester
, Massachusetts 01605US - Citizens Supermarket Branch, W Boylston Stop & ShopGet Directions940 W Boylston StWorcester
, Massachusetts 01606US - Citizens Supermarket Branch, Sturbridge Stop & ShopGet Directions100 Charlton RdSturbridge
, Massachusetts 01566US - Citizens Supermarket Branch, Northampton Stop & ShopGet Directions2265 Northampton StHolyoke
, Massachusetts 01040US - Citizens Supermarket Branch, Hadley Stop & ShopGet Directions456 Russell StHadley
, Massachusetts 01035US - Citizens Supermarket Branch, Northampton Stop & ShopGet Directions228 King StNorthampton
, Massachusetts 01060US - Citizens Supermarket Branch, Chicopee Stop & ShopGet Directions672 Memorial DrChicopee
, Massachusetts 01021US - Citizens Supermarket Branch, Westfield Stop & ShopGet Directions57 Main StWestfield
, Massachusetts 01085US - Citizens Supermarket Branch, Agawam Stop & ShopGet Directions1282 Springfield StFeeding Hills
, Massachusetts 01030US - Citizens, Springfield Island PondGet Directions20 Island Pond RdSpringfield
, Massachusetts 01118US - Citizens, ChicopeeGet Directions1283 Memorial DrChicopee
, Massachusetts 01020US - Citizens, Springfield MainGet Directions950 Main StSpringfield
, Massachusetts 01103US - Citizens Supermarket Branch, E Longmeadow Stop & ShopGet Directions470 N Main StEast Longmeadow
, Massachusetts 01028US - Citizens Supermarket Branch, Shrewsbury Stop & ShopGet Directions539 Boston TpkeShrewsbury
, Massachusetts 01545US
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.