Patrick O'Connor

Citizens Wealth Management, with locations in Cromwell and Middletown, Connecticut, offers comprehensive financial planning services tailored to meet the unique needs of clients at every stage of life. Their dedicated advisory team includes relationship managers, CERTIFIED FINANCIAL PLANNER™ professionals, and specialists who collaborate to create and adjust personalized financial plans as clients' situations evolve. In addition to customized financial advice, Citizens Wealth Management provides exclusive rewards such as higher savings rates and access to special lending discounts. Their commitment to understanding client goals ensures a supportive and effective financial journey, allowing clients to confidently work toward their financial objectives. Generated from the website

Lisa Abdel-Samed is a Private Client Financial Advisor situated in East Hampton, CT. Their mission revolves around assisting individuals at every life stage in addressing crucial financial queries. The dedicated advisory team at Citizens Private Client TM1, comprising a relationship manager, advisor, and specialist support, collaborates with clients to craft a tailored financial plan that adapts with life changes. Client relationships are at the core of Lisa Abdel-Samed's services, with a focus on creating comprehensive financial plans aligned with each client's unique circumstances. The team, including a CERTIFIED FINANCIAL PLANNER TM professional, ensures a personalized approach to financial planning. Additionally, clients enjoy exclusive benefits through CitizensPlus TM2, offering premium perks like higher savings rates and special lending discounts. Citizens Wealth Management® at Lisa Abdel-Samed strives to help clients achieve their financial aspirations through a range of advisory solutions. Their comprehensive and collaborative process is designed to meet the individual needs and goals of clients, their families, and their legacy, ensuring a supportive and tailored financial journey. Generated from the website content

Citizens Wealth Management, located in East Hampton, CT, offers personalized financial planning tailored to meet the unique needs and goals of each client. Their dedicated advisory team includes a relationship manager, a CERTIFIED FINANCIAL PLANNER™, and specialists who collaborate to navigate clients through their financial journeys. The firm emphasizes a comprehensive approach, providing customized advice and support as clients’ circumstances evolve. In addition to financial planning, Citizens Wealth Management clients can benefit from exclusive rewards and products designed to enhance their financial well-being. Generated from the website