James Martin

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

Citizens Wealth Management, located in West Hartford, CT, offers personalized financial planning and advisory services tailored to individuals and families at every stage of life. With a dedicated team of professionals, including CERTIFIED FINANCIAL PLANNER professionals, they focus on creating comprehensive financial strategies that adapt as clients’ lives evolve. The firm provides exclusive rewards and benefits designed to enhance the client experience, such as higher savings rates and access to special lending discounts. Clients can expect ongoing, individualized support to effectively navigate their financial journeys and achieve their long-term goals. Generated from the website

Matthew Kane is a Private Client Relationship Banker at Citizens Bank in East Longmeadow, MA, specializing in guiding clients through their financial journeys with a dedicated advisory team. Citizens Private Client offers comprehensive financial planning tailored to individual needs, ensuring ongoing support as clients' lives evolve. With a focus on personalized service, Citizens Private Client provides exclusive rewards and benefits, including investment matches and higher savings rates. The team of professionals, including CERTIFIED FINANCIAL PLANNER™ specialists, collaborates closely with clients to align financial strategies with their goals and aspirations. Generated from the website