Aaron Osei

Citizens Wealth Management, part of Citizens Bank, offers a collaborative financial advisory experience tailored to meet the unique needs and goals of individuals and families. Their dedicated team combines personal relationship management, knowledgeable advisors, and specialists to deliver comprehensive financial planning and personalized ongoing support. With an emphasis on building long-term financial plans, Citizens Wealth Management provides exclusive product benefits and continues to guide clients through the complexities of financial decision-making as their life circumstances evolve. The firm prioritizes client-focused strategies while ensuring that clients stay informed and engaged with their financial journey. Generated from the website

Citizens Securities Inc., a member of FINRA and SIPC, offers a range of financial services, including securities, investment advisory services, and insurance products through its affiliates. With a commitment to maintaining high standards, the firm ensures that investment strategies align with individual goals, risk tolerance, and time horizons. In addition to investment advisory services provided by Clarfeld Financial Advisors LLC, Citizens Securities aims to cater to diverse financial needs through its comprehensive offerings. Clients can access various banking products and trust services, all subject to investment risks and potential loss of principal. Generated from the website

Matthew Kane is a Private Client Relationship Banker at Citizens Bank in East Longmeadow, MA, specializing in guiding clients through their financial journeys with a dedicated advisory team. Citizens Private Client offers comprehensive financial planning tailored to individual needs, ensuring ongoing support as clients' lives evolve. With a focus on personalized service, Citizens Private Client provides exclusive rewards and benefits, including investment matches and higher savings rates. The team of professionals, including CERTIFIED FINANCIAL PLANNER™ specialists, collaborates closely with clients to align financial strategies with their goals and aspirations. Generated from the website