Jacob Betteridge
Jacob Betteridge in New London, CT, is part of Citizens Wealth Management, offering a dedicated advisory team that assists clients in navigating their financial journeys through personalized financial planning and individualized support. With a focus on collaboration, the firm aims to create comprehensive financial plans tailored to the unique needs and goals of clients and their families.
Citizens Wealth Management provides a range of services, including custom financial planning and exclusive rewards for clients, such as higher savings rates and access to special lending discounts. The team's commitment to understanding each client's situation ensures that evolving financial needs are met with expert guidance and tailored solutions.
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