Evelyn Pepe

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520 White Plains Rd
Tarrytown, NY 10591
+1 (914) 846-0100
https://fa.citizensbank.com

Clarfeld Citizens Private Wealth is a division of Citizens Bank, N.A. that offers comprehensive financial planning, investment advisory, and trust services to high-net-worth individuals and families. With a team of experienced Wealth Advisors, they provide personalized solutions to manage, preserve, and pass on wealth, including retirement planning, insurance asset planning, tax planning, and charitable giving advisement.

As part of Citizens Bank, N.A., Clarfeld Citizens Private Wealth also offers banking and lending services, as well as institutional services for complex custodial arrangements. Their focus is on maximizing long-term investment returns and safeguarding the integrity and foundation of each family, providing innovative solutions tailored to the unique needs of their clients.

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