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Wealth Management

Thoughtful, comprehensive investment advice and guidance tailored to help meet your company’s unique needs.

For more than 100 years, we’ve helped companies preserve and grow their wealth to help achieve all of their short- and long-term goals.

Our team will work with you to create a Wealth Management to meet your company’s goals and may include:

Service Overview
Employer-Sponsored Retirement Plans

From 401(k)s to SEPs, retain and reward your valuable employees by developing a retirement plan that helps meet your employees' needs.

Investment Management

Find strategies for your short- and long- term investment needs with tailored products and services available to help meet each company’s unique needs.

Insurance Protection

Offer your employees a variety of insurance protection options including Key Person, Business Overhead Protection, Long-term Care and Buy/Sell Funding.

Citizens Private Bank & Trust

Our dedicated team of Client Advisors, Credit Specialists, Trust Specialists and Portfolio Managers will help you with comprehensive investment strategies, including sophisticated asset allocation, equity, fixed-income and, balanced and short-term asset management.

 

Want to Learn More?

Our product specialists are ready to work for you–with local, personal attention backed by all the resources, products and global capabilities you need to succeed. To find out what it’s like to have a good bank on your side, schedule a meeting today:

By Phone: 1-877-220-0491

 

 

Contact a Relationship
Manager today:

1-877-220-0491

 

 

Securities, Insurance and Investment Advisory Services offered through CCO Investment Services Corp. Member FINRA, SIPC. 770 Legacy Place, MLP240, Dedham, MA 02026. 1-800-942-8300. CCO Investment Services Corp. is an affiliate of RBS Citizens, N.A. and Citizens Bank of Pennsylvania.

Securities and Insurance Products are:
· NOT FDIC INSURED  · NOT BANK GUARANTEED  · MAY LOSE VALUE  · NOT A DEPOSIT  · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY



Mutual Funds, Variable Annuities and Unit Investment Trusts are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus which contains this and other information can be obtained by calling your Financial Consultant. Read it carefully before you invest.