O'Connell Attmore & Morris LLC

Citizens Wealth Management provides comprehensive financial planning and advisory services tailored to meet the unique needs of individuals and families at every stage of life. With a dedicated team that includes relationship managers and specialists, clients receive personalized guidance through their financial journey, ensuring their plans evolve as their circumstances change. The firm emphasizes collaborative financial strategies, integrating advice from CERTIFIED FINANCIAL PLANNERTM professionals and other knowledgeable team members. Clients benefit from exclusive rewards, including higher savings rates and lending discounts, enhancing their overall wealth management experience. Generated from the website

Citizens Private Client in Mystic, CT, offers a comprehensive approach to financial planning, ensuring customized solutions that align with each client’s unique goals and evolving life circumstances. With a dedicated advisory team including relationship managers and certified financial planners, they provide personalized guidance throughout the financial journey. In addition to tailored financial advice, Citizens Private Client also offers exclusive benefits through CitizensPlus, such as investment matches, higher savings rates, and special lending discounts. Their collaborative process focuses on understanding the needs of clients and their families, helping to secure a prosperous financial future. Generated from the website

Keith Mendes is a Private Client Relationship Manager at Citizens Private Client, where he collaborates with a dedicated advisory team to assist clients in navigating their financial journeys. The firm focuses on creating comprehensive financial plans tailored to the unique needs and goals of individuals and families, adjusting these plans as life circumstances evolve. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, which provides premium benefits such as investment matches and higher savings rates. The team of knowledgeable professionals is committed to understanding and supporting clients in achieving their financial aspirations. Generated from the website