Brian Smith

Christopher O'Brien is a dedicated financial advisor at Citizens Wealth Management in South Yarmouth, MA, specializing in guiding clients through their financial journeys at every stage of life. With a collaborative approach, he and his advisory team create comprehensive financial plans tailored to the unique needs and goals of individuals and families. Citizens Wealth Management offers a range of services, including personalized financial planning and exclusive rewards for clients. Their commitment to understanding each client's situation ensures ongoing support and adjustments to financial strategies as life circumstances evolve. Generated from the website

Citizens Private Client offers a comprehensive approach to financial planning, providing personalized advisory services tailored to the unique circumstances and goals of clients. Their dedicated team includes relationship managers, certified financial planners, and specialists who collaborate to create and adjust financial plans as life evolves. In addition to personalized financial guidance, Citizens Private Client provides exclusive rewards through their CitizensPlus program, which offers enhanced savings rates, cash back credit card benefits, and lending discounts. Clients can trust in the expertise of a knowledgeable team dedicated to helping them navigate their financial journey and achieve their financial aspirations. Generated from the website