There are so many things you need to know about finances, no matter where you are in your journey. That’s why it begins with a Citizens Checkup. During this time, our bankers help define your short- and long- term financial goals, and may refer you to a Citizens Wealth Advisor^ to create a personalized financial plan^ and help you stay on track through regular touchpoints. In the future, as your life evolves, so does your plan.

^Securities, Insurance Products and Investment Advisory Services offered through Citizens Wealth Management.