Jacob Kinney - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Sam Chang is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in West Hartford, CT make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Citizens Wealth Management, located in West Hartford, CT, offers personalized financial advisory services tailored to individuals and families at every stage of life. Their dedicated advisory team collaborates closely with clients to develop comprehensive financial plans that adapt as their circumstances change. With a focus on custom financial planning, Citizens Wealth Management provides a range of specialized services, including access to exclusive rewards and benefits. They pride themselves on a collaborative approach that prioritizes understanding the unique needs and goals of each client, ensuring effective navigation of their financial journey. Generated from the website

Billie Jo McWilliams serves as a Private Client Relationship Manager at Citizens Bank in West Hartford, CT, where she is dedicated to guiding clients through their financial journeys. With a collaborative advisory team, she focuses on creating comprehensive financial plans tailored to the unique needs and goals of individuals and families. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, ensuring clients receive personalized support as their financial situations evolve. The team comprises knowledgeable professionals committed to understanding and addressing the diverse financial needs of their clients. Generated from the website