Charles Kunzelman

Citizens Wealth Management in Waterford, CT, offers tailored financial services through a dedicated team of professionals aimed at guiding clients through their financial journeys. With a comprehensive approach, they focus on creating personalized financial plans that evolve with the client's life changes. Their services include custom financial planning, access to exclusive rewards, and ongoing support from a team that includes certified financial planners. Citizens Wealth Management emphasizes a collaborative process designed to meet the unique needs and goals of individuals, families, and their legacies. Generated from the website

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.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the New Haven, CT area, Matt Hurwitz will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.