Citizens Private Client is a financial advisory service located in New York, NY. They offer comprehensive financial planning services, tailored to the unique needs and goals of their clients. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they guide individuals and families in creating a comprehensive financial plan and adjusting it as their life changes. Citizens Private Client also provides exclusive benefits through their CitizensPlus program, including investment matching, higher savings rates, special lending discounts, and more.
With multiple locations throughout New York City, Citizens Private Client is committed to helping their clients reach their financial goals. Their team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, work closely with clients to design a personalized approach to their finances. Whether individuals are looking for advice on financial planning, investment strategies, or wealth management, Citizens Private Client offers a collaborative and comprehensive process to meet their needs and ensure a secure financial future.
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