David Mello

Citizens Wealth Management provides comprehensive financial planning and advisory services tailored to meet the unique needs of individuals and families at every stage of life. With a dedicated team that includes relationship managers and specialists, clients receive personalized guidance through their financial journey, ensuring their plans evolve as their circumstances change. The firm emphasizes collaborative financial strategies, integrating advice from CERTIFIED FINANCIAL PLANNERTM professionals and other knowledgeable team members. Clients benefit from exclusive rewards, including higher savings rates and lending discounts, enhancing their overall wealth management experience. Generated from the website

Keith Mendes is a Private Client Relationship Manager at Citizens Private Client, where he collaborates with a dedicated advisory team to assist clients in navigating their financial journeys. The firm focuses on creating comprehensive financial plans tailored to the unique needs and goals of individuals and families, adjusting these plans as life circumstances evolve. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, which provides premium benefits such as investment matches and higher savings rates. The team of knowledgeable professionals is committed to understanding and supporting clients in achieving their financial aspirations. Generated from the website

Our team of mortgage experts at Citizens is committed to helping customers find the home loan solution that’s right for them. Citizens is one of the nation’s oldest and largest financial institutions, with a nearly 200-year history of serving customers and communities. Whatever your mortgage needs—buying a home, building a home, or refinancing an existing mortgage—we’ll provide answers and insights to guide you through the process, from application to closing.