Charlie Kunzelman

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2335 Dixwell Ave
Hamden, CT 06514
+1 (203) 287-2830
https://fa.citizensbank.com

Citizens Wealth Management, located in Hamden, CT, offers personalized financial planning services tailored to the unique needs and goals of clients at every stage of life. Their dedicated advisory team includes a relationship manager, advisors, and specialists who work collaboratively to create comprehensive financial plans and adapt them as clients' circumstances evolve.

The firm provides a range of services, including custom financial planning and exclusive rewards like higher savings rates and lending discounts. Clients benefit from a team of knowledgeable professionals committed to guiding them through their financial journey while ensuring their plans align with their personal and family legacies.

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Charles Kunzelman

Charles Kunzelman, a Private Client Financial Advisor at Citizens Wealth Management in Hamden, CT, specializes in guiding individuals through their diverse financial journeys. With a collaborative advisory team, he aims to create comprehensive financial plans tailored to the unique needs, goals, and evolving life circumstances of his clients. Citizens Wealth Management offers personalized financial planning, leveraging a team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ specialists. Clients benefit from exclusive rewards, including competitive savings rates and tailored advice, to support their financial objectives and legacy. Generated from the website
Ahmed Iqbal
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Ahmed Iqbal

Ahmed Iqbal is a Private Client Financial Advisor at Citizens Wealth Management in New Haven, Connecticut, dedicated to guiding clients through their financial journeys. With a collaborative approach, he and his advisory team work to create comprehensive financial plans tailored to the unique needs and goals of individuals and families. Citizens Wealth Management offers a range of services, including custom financial planning and exclusive rewards, ensuring clients receive personalized support as their life circumstances evolve. The firm emphasizes a commitment to understanding each client's situation, providing tailored advice from a team of knowledgeable professionals. Generated from the website
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Richard Fertig

Citizens Wealth Management, located in Connecticut, provides personalized financial planning services catered to individuals at various stages of life. Their dedicated team, which includes relationship managers and specialized advisors, collaborates with clients to create and adjust comprehensive financial plans aligned with their unique goals and circumstances. In addition to tailored financial advice, Citizens Wealth Management offers exclusive benefits such as higher savings rates and cash back credit card options. Clients can expect ongoing support and a commitment to helping them achieve their financial objectives and secure their legacy. Generated from the website
United States›Connecticut›Hamden›Charlie Kunzelman

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