James Bolan

James Bolan is a Private Client Financial Advisor based in Milford, CT. They offer tailored financial advice and services through Citizens Wealth Management, emphasizing a collaborative approach to financial planning. With a dedicated team of professionals, including advisors and specialists, they assist clients in creating comprehensive financial plans aligned with their unique circumstances and evolving life goals.

Citizens Private Client provides exclusive benefits through CitizensPlus, offering higher savings rates, enhanced cash back rewards, special lending discounts, and more. Their focus on custom financial planning ensures a truly personal approach to managing finances, with ongoing support to adjust plans as clients' lives change. Through a client-centered philosophy, Citizens Wealth Management helps individuals and families navigate their financial future with confidence and expertise.

Generated from the website content