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Financial Planning for Business Owners

Citizens Bank Wealth Management

We’re here to help you today and plan for tomorrow, from protection strategies to transitioning your business.

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

1-866-919-4520

Solutions Customized to Your Needs

Whether protecting your business, developing a succession plan or rewarding and retaining key employees, our advisors can tailor a strategy that fits your business needs.

Business Valuation Checkup

Your business is your most valuable asset; knowing its value is the first step to protecting it. We offer a complimentary review of your business to get started.

Your Experienced Local Team

Our team understands the unique needs of a business owner and delivers solutions to help you and the communities we serve.

Wealth Resources

Dedicated Wealth Advisors

Your advisor will develop your customized financial plan to help you reach your goals.

Solutions for Your Needs

Business succession, protection, employee retention and retirement or legacy and estate planning – we can help

Flexible Advice

Ways to work with us – on-line, phone, in-person; we’re here for you.

Comprehensive Strategies for Your Needs

Create Your Customized Plan

  • Business, pre-sale and succession
  • Transition or Retirement
  • Legacy or trust & estate planning

Protection for Personal & Business Needs

  • Insurance
  • Key personnel protection
  • Liability

Diversify & Create Liquidity

  • Deferred compensation
  • Executive bonus plans
  • Concentrated stock positions

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Citizens Securities, Inc. Form ADV Disclosure Brochure

Reg.BI Disclosure

Banking products are offered through Citizens Bank. Citizens Bank is a brand name of Citizens Bank, N.A.. Deposit accounts held at Citizens Bank, N.A. are separately insured, Member FDIC.

Securities, Insurance and Investment Advisory Services offered through Citizens Securities, Inc. (“CSI”), also referred to as Citizens Investment Services. CSI is an SEC registered investment adviser and Member - FINRA and SIPC. 770 Legacy Place, MLP240, Dedham, MA 02026. (800) 942-8300. CSI is an affiliate of Citizens Bank, N.A..

Securities, Insurance Products and Advisory Services are:
· NOT FDIC INSURED · NOT BANK GUARANTEED · MAY LOSE VALUE · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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