Theodore Schaaf

Charles Kunzelman, a Private Client Financial Advisor at Citizens Wealth Management in Hamden, CT, specializes in guiding individuals through their diverse financial journeys. With a collaborative advisory team, he aims to create comprehensive financial plans tailored to the unique needs, goals, and evolving life circumstances of his clients. Citizens Wealth Management offers personalized financial planning, leveraging a team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ specialists. Clients benefit from exclusive rewards, including competitive savings rates and tailored advice, to support their financial objectives and legacy. Generated from the website

Citizens Securities, Inc. is a financial advisory firm located in Cranston, Rhode Island. They offer personalized financial planning services to individuals and families, helping them navigate their financial journey and plan for their future. With a dedicated team of professionals, including advisors and specialists, they provide tailored advice and support to create comprehensive financial plans aligned with each client's unique situation and goals. Citizens Securities, Inc. also offers exclusive rewards through their CitizensPlus program, providing benefits such as investment matches, higher savings rates, cash back credit card rewards, and special lending discounts. Their collaborative and comprehensive approach focuses on the needs and goals of their clients, helping them achieve their financial objectives and secure their legacy.Generated from the website

Courtney Fenton is a Private Client Financial Advisor at Citizens Wealth Management, located in Cranston, Rhode Island. The firm offers a collaborative and comprehensive approach to financial planning, ensuring that clients receive tailored advice from a dedicated team of professionals aligned with their unique financial situations. Citizens Wealth Management emphasizes the importance of creating a personalized financial plan that evolves with clients' lives, supported by a team of specialists including CERTIFIED FINANCIAL PLANNER™ professionals. Additionally, clients benefit from exclusive rewards and product advantages designed to enhance their financial journey. Generated from the website