Mary Neary

Dan Estes is a dedicated financial advisor at Citizens Wealth Management in Old Lyme, Connecticut, offering personalized financial planning services tailored to the unique needs of individuals and families. With a collaborative advisory team, they guide clients through the complexities of financial decision-making, ensuring plans are adaptable as life circumstances evolve. Citizens Wealth Management emphasizes a comprehensive approach to financial planning, featuring a team of certified professionals who provide individualized support and strategic advice. Clients benefit from exclusive rewards and tailored solutions designed to help them achieve their financial goals while navigating various stages of life. Generated from the website

Lynn Draines serves as a Private Client Relationship Manager at Citizens Private Client, offering personalized financial guidance tailored to the unique needs and goals of individuals and families. With a dedicated advisory team, they focus on creating comprehensive financial plans that evolve alongside clients' life changes. Citizens Private Client emphasizes a collaborative approach to financial planning, ensuring clients receive individualized support from a team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ specialists. Additionally, they provide exclusive rewards and benefits through the Citizens Plus program, enhancing the overall financial experience for their clients. Generated from the website

Thomas Vorio is a private client financial advisor located in West Hartford, CT, providing tailored advice and comprehensive financial planning services. The dedicated advisory team at Citizens Private Client TM assists clients in creating personalized financial plans aligned with their unique situations and adjusting as their lives evolve. Financial planning is at the core of the services offered, with a team of advisors and specialists working closely with clients to design individualized approaches to managing their finances. Additionally, clients benefit from exclusive rewards through CitizensPlus TM, including higher savings rates, enhanced cash back credit card benefits, and special lending discounts. Generated from the website content