Jeffrey S Cole - Morgan Stanley

Rafael Cruz, a private client financial advisor at Citizens Wealth Management in Fort Lauderdale, offers a collaborative and comprehensive approach to financial planning, tailored to meet the unique needs and goals of individuals and families. With a dedicated advisory team, Citizens Private Client assists clients in developing personalized financial strategies and adjusting them as life circumstances evolve. The services at Citizens Wealth Management include customized financial planning, expert advice from certified professionals, and exclusive rewards for members. Clients benefit from a commitment to understanding their financial journeys while accessing specialized lending discounts and higher savings rates. Generated from the website

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Helping clients like you achieve all of your retirement and investment goals.