Clarfeld Financial Advisors, LLC/Citizens Bank
  • Tarrytown, NY, USA

Clarfeld|Citizens Private Wealth headquartered in Westchester, New York, with 24 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Clarfeld offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Clarfeld presently manages and advises on over $18 Billion in assets; offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.