Clarfeld Financial Advisors is a premier wealth management and financial planning firm serving high-net-worth individuals, families, and business owners. As a subsidiary of Citizens Bank, Clarfeld combines decades of experience in financial planning with the strength and resources of a leading financial institution. The firm specializes in comprehensive, integrated wealth management services that include financial planning, investment advisory, tax and estate planning, and family office services.

Clarfeld is known for its personalized, fiduciary approach, aligning financial strategies with clients’ life goals, family priorities, and long-term legacy planning. The firm places a particular emphasis on multi-generational wealth management, assisting clients with succession strategies and philanthropic endeavors. With experienced CPAs and Certified Financial Planners on staff, Clarfeld offers deep expertise that bridges accounting with financial planning. Their services are tailored to the unique needs of each client, helping simplify complexity while providing strategic guidance through all phases of wealth accumulation and preservation.

Clarfeld also maintains a strong focus on confidentiality, integrity, and education, empowering clients to make informed financial decisions through personalized advice and transparent communication.

Website: https://www.citizensbank.com/investing-and-wealth-management/services/clarfeld.aspx

Key Services:

– Comprehensive financial and retirement planning
– Investment management and advisory services
– Tax planning and compliance
– Estate and trust planning
– Family office solutions
– Philanthropic and charitable giving strategies
– Multigenerational wealth transfer planning
– Business succession planning