The right solutions for your unique needs
Employee ownership doesn’t just benefit the employee. It provides business owners with the ability to create liquidity, diversify their investments all while helping employees build wealth and save for retirement.
Why work with us
Employee Stock Ownership Plans (ESOPs) can be both incredibly beneficial yet complex. Navigating this intricate landscape requires trusted specialists and advisors who can guide you through these challenges while also helping reach your goals. Our expertise and consultative approach allow us to provide the right solutions and advice, and can help you assemble the right team to guide you through the process, regardless of complexity, that are tailored to meet your business needs.
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“Citizens” is the marketing name for the business of Citizens Financial Group, Inc. (“CFG”) and its subsidiaries. “Citizens Capital Markets & Advisory” is the marketing name for the investment banking, research, sales, and trading activities of our institutional broker-dealer, Citizens JMP Securities, LLC (“CJMPS”), Member FINRA and SIPC (See FINRA BrokerCheck and SIPC.org). Securities products and services are offered to institutional clients through CJMPS. (CJMPS disclosures and CJMP Form CRS). Banking products and services are offered through Citizens Bank, N.A., Member FDIC. Citizens Valuation Services is a business division of Willamette Management Associates, Inc. (a wholly owned subsidiary of CFG).
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