Tyler Santos

Citizens Wealth Management offers comprehensive financial planning services tailored to the unique needs and goals of clients at any stage of their life. With a dedicated advisory team that includes relationship managers, advisors, and specialists, the firm helps navigate clients through their financial journey while adapting plans as their lives change. In addition to personalized financial strategies, clients benefit from exclusive rewards, such as higher savings rates and access to special lending discounts. The emphasis on collaboration ensures a supportive environment, making it easier for individuals and families to reach their financial objectives. Generated from the website

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