Rafael Cruz

Citizens Private Client offers tailored financial planning and investment services, guided by a dedicated team of professionals committed to understanding each client's unique needs and goals. Collaborating closely with a CERTIFIED FINANCIAL PLANNER™ professional and other specialists, Citizens Private Client assists clients in creating and adjusting comprehensive financial plans throughout their lives. The firm also provides exclusive rewards through CitizensPlus™, enhancing the client experience with benefits such as investment matches and higher savings rates. By focusing on personalized support and comprehensive strategies, Citizens Private Client aims to help clients successfully navigate their financial journey and achieve their long-term objectives. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Ft Lauderdale, FL area, Sam Rothberg will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Ft Lauderdale, FL area, Jack R Rearden will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.