Richard Fertig

Elisabeth Hernandez serves as a Private Client Relationship Manager at Citizens Private Client, where she is dedicated to guiding clients through their financial journeys. With a collaborative team of advisors and specialists, they create comprehensive financial plans tailored to individual needs and goals, adapting as life circumstances change. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, ensuring clients receive personalized support and premium benefits. Their commitment to understanding each client's unique situation allows for a truly personal approach to wealth management. Generated from the website

James Bolan is a Private Client Financial Advisor based in Milford, CT. They offer tailored financial advice and services through Citizens Wealth Management, emphasizing a collaborative approach to financial planning. With a dedicated team of professionals, including advisors and specialists, they assist clients in creating comprehensive financial plans aligned with their unique circumstances and evolving life goals. Citizens Private Client provides exclusive benefits through CitizensPlus, offering higher savings rates, enhanced cash back rewards, special lending discounts, and more. Their focus on custom financial planning ensures a truly personal approach to managing finances, with ongoing support to adjust plans as clients' lives change. Through a client-centered philosophy, Citizens Wealth Management helps individuals and families navigate their financial future with confidence and expertise. Generated from the website content

Ahmed Iqbal is a Private Client Financial Advisor at Citizens Wealth Management in New Haven, Connecticut, dedicated to guiding clients through their financial journeys. With a collaborative approach, he and his advisory team work to create comprehensive financial plans tailored to the unique needs and goals of individuals and families. Citizens Wealth Management offers a range of services, including custom financial planning and exclusive rewards, ensuring clients receive personalized support as their life circumstances evolve. The firm emphasizes a commitment to understanding each client's situation, providing tailored advice from a team of knowledgeable professionals. Generated from the website