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Premier Advisory

Advice from a team built around you.

Questions? Ask a Citizen.
Questions? Ask a Citizen.

Advice becomes meaningful only when it’s personal. That’s what makes participation in our Premier Advisory program so valuable. Led by a dedicated Premier Advisor, you get integrated banking and investment advice from a dedicated team of specialists working together in the best interest of you and your goals to help you feel confident about your financial future.


Dedicated Advisor

Benefit from the personalized attention of your dedicated Premier Advisor, committed to working toward meeting your financial goals and priorities. Your Premier Advisor will get to know you and take the time to learn about what’s most important to you. Only then will your Premier Advisor begin working on a customized plan for strategies to meet your specific goals.


Specialist Expertise

Your Premier Advisor will collaborate with a team of specialists, leveraging their perspective and in-depth knowledge on retirement planning, insurance, portfolio evaluation, trust and estate planning, home financing, student lending, and more. As a Premier Advisory client, you’ll work with your dedicated Citizens Investment Services Financial Advisor for access to world-class investment managers with a broad array of options to help meet your current and future financial goals.


Dynamic Planning

Your Premier Advisor will help you stay on top of your goals through ongoing conversations and regular check-ins. As your priorities change or new opportunities come your way, your advisor can help ensure your financial plans remain in sync with your goals.

Having a personalized financial plan is the first step towards achieving the goals you’ve set for yourself and your family. Having a plan helps you:

  • Define your goals and manage your finances in order to reach them.
  • Cover multiple goals, such as retirement planning, education, emergencies, major purchases, insurance needs and more.
  • Balance your level of comfort with risk and your investment choices.
  • Efficiently manage cash flow, budgeting and taxes.
  • Gauge if you are on track at any given time for meeting your goals.
  • Be financially prepared for unexpected life events.
  • Be more confident about your savings and investments.

Is Premier Advisory for me?

Premier Advisory offers highly personalized financial advice and planning for individuals who want to tap into the knowledge and expertise of specialists when planning their financial future. This program is for clients who have between $500,000 and $3,000,000 in investable assets.

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