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Small Business Services

You work hard every day to build a strong future for your company and its employees, and your dedication shows in the results you deliver to your customers and stakeholders. Citizens Wealth Management would like to help you grow by offering your small business the security of an ongoing relationship with a team of dedicated financial advisors.

Retirement Plans
Defined Benefit Plans
Business Succession Planning
Key Person Insurance

For more information, call 888-645-4121 ext. 8446 or email

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Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

Securities, Investment Advisory and Insurance products are provided by UVEST Financial Services, Member FINRA, SIPC and a SEC Registered Investment Advisor. UVEST and Citizens Wealth Management are independent entities.
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For your convenience, Citizens Bank offers various links that may direct you away from the Citizens web site. Citizens Bank is not responsible for content or security of these web sites.