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Citizens Bank Wealth Management

Providing personalized advice after getting to know you. Bringing tailored answers to your banking, planning, investment management and trust and estate planning needs.

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

Goals Based Planning Approach Focused on Outcomes

We look at your whole picture, prioritize what matters most to you and bring structure and focus to help you accomplish your goals.

Large Enough to Matter. Small Enough to Care.

With the depth and breadth of resources of the nation’s 12th largest bank, delivered by your local team of experts.

Personalized Advice and Comprehensive Strategies for You

Your financial life can be complex, we bring tailored strategies that include banking, investment management and trust and estate planning.

Wealth Solutions for You

Ways to work with an advisor

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