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 Securities, Inc. Financial 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 by Citizens Securities, Inc. and Clarfeld Financial Advisors, LLC (both affiliates of Citizens Bank, N.A.) are different from products and services offered by Citizens Bank and are subject to investment risk, including possible loss of principal.