Citizens Bank is pleased to offer our customers a selection of wealth management tools!
Through our partnership with Coffee Financial/Raymond James, our customers now have the opportunity to have expert advice for growing, protecting, transferring, and investing their wealth.
Coffee Financial believes that "a careful, disciplined investment strategy is one that doesn't take any more risk than need be - and that the most important part of managing wealth is preserving it". For more information on our wealth management services, please click below.
member FINRA / SIPC, and are not insured by any financial institution insurance, the FDIC/NCUA or any other government agency, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with the financial institution or the investment center.