Christopher Dunham
Citizens Private Client offers a collaborative and comprehensive financial planning service designed to navigate clients through their financial journeys, regardless of their life stage. With a dedicated advisory team including a relationship manager, a CERTIFIED FINANCIAL PLANNER™, and specialists, they tailor plans to meet the unique goals and needs of each client and their families.
The service emphasizes ongoing support and adjustment of financial strategies as life changes, alongside exclusive rewards and benefits through CitizensPlus™. Clients gain access to tailored advice and premium benefits such as higher savings rates and special lending discounts, aligning their financial management with their personal aspirations and legacy planning.
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