Citizens Private ClientTM is a financial advisory service based in Boston, Massachusetts. They offer personalized financial planning and guidance through a dedicated team of professionals, including relationship managers, advisors, and specialists. Their collaborative and comprehensive approach aims to create a tailored financial plan aligned with the unique needs and goals of individuals, families, and legacies.
Citizens Private ClientTM also provides exclusive rewards through their CitizensPlusTM program, offering benefits such as investment matches, higher savings rates, cash back credit card rewards, special lending discounts, and more. With multiple locations in Boston, they are committed to helping clients reach their financial goals and adjust their plans as their lives evolve.
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