David Reynolds

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

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.

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