Eric Moreira
15 Chesterfield Rd Ste 1
East Lyme, CT 06333
Citizens Wealth Management, a division of Citizens Bank N.A., provides tailored financial advisory services designed to guide individuals through their unique financial journeys. With a dedicated team of professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, they focus on creating comprehensive financial plans that adapt to clients' evolving needs and goals.
In addition to personalized financial planning, Citizens Wealth Management offers exclusive rewards and benefits, such as higher savings rates and cash back credit card options. Their collaborative approach ensures clients receive ongoing support tailored to their family’s objectives and legacy.
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