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Advice from a team built around you.
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.
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.
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.
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:
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. While the program is best suited for clients who have between $500,000 and $3,000,000 in investable assets, to be eligible a client must have $100,000 or more in deposits with Citizens Bank or a combined $200,000 or more in deposits with Citizens Bank plus assets at Citizens Investment Services®.
Try our retirement planner calculator to see if you are on track for retirement.
The zip code you entered is served by Citizens One, the brand name for Citizens Bank's lending business outside of our 11‑state branch footprint. Under the Citizens One brand we offer Auto Loans, Credit Cards, Mortgages, Personal Loans and Student Loans. To learn more, please visit: