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About us
Citizens Wealth Management is a division of Citizens Financial Group, Inc. (NYSE CFG) - one of the oldest and largest financial institutions in the United States. Our wealth management division is well positioned to help meet the needs of individuals and families. We serve our clients by offering financial planning, retirement planning, insurance and other services. Citizens Wealth Advisors focus on what's most important to help our clients craft a personalized financial plan - no matter where they are on their financial journey. Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRICIPAL AMOUNT INVESTED, AND ARE: *NOT FDIC INSURED *NOT BANK GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY *MAY LOSE VALUE
- Website
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http://www.citizensbank.com/wealth
External link for Citizens Wealth Management
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Type
- Public Company
- Specialties
- Financial Planning, Investment Management, Estate & Trust Planning Services, Retirement, Risk Management, and Insurance
Locations
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Primary
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Employees at Citizens Wealth Management
Updates
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Working toward your family’s financial goals takes some navigation. The custom solutions a Citizens Wealth Management® Advisor provides can help. http://spr.ly/60455XI59
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No matter where you are in your journey, we take pride in providing personalized advice and services to all our clients. Find out more about our Wealth Management services and how to get started here: http://spr.ly/6049jsadJ. #WealthManagement