Mary Neary

Citizens Wealth Management offers a collaborative and comprehensive approach to financial planning, tailored to align with the unique needs and goals of each client. Their dedicated advisory team, which includes relationship managers and certified financial planners, is committed to guiding individuals and families through their financial journeys and adapting strategies as life changes. With locations across Connecticut, Citizens Wealth Management provides specialized services and solutions, including personalized financial advice and access to exclusive rewards programs. Their focus is on helping clients achieve their financial aspirations while ensuring ongoing support and adjustments to their plans as required. Generated from the website

CT-18802527 The Conroy Agency aspires to be a trusted source for insurance and financial services. We are a resource for customers seeking insurance, security, and financial stability now and in the future. We will put our customers needs first earning a positive reputation in the community for years to come.At our agency, we believe in offering exceptional customer service. To us, you are not a number, but a customer. My agency understands that life happens and things can be tough. We strive to offer our customers the neighborly service that State Farm is known for.I want to make sure that you have the assurance that your insurance needs are taken care of in a friendly and efficient manner whether it be as a new customer or a state-to-state transfer.

Serra & Associates, located in East Hampton, CT, provides a variety of accounting services tailored to individual and business needs. Their offerings include tax planning, bookkeeping, payroll, and business planning. With a focus on managing personal and business finances, Serra & Associates offers comprehensive solutions to help clients navigate the complexities of financial management effectively. Generated from their available business information