David Ciolfi

Citizens Private Client, located in Boston, MA, offers personalized financial planning services tailored to the unique needs of individuals and families at various stages of life. With a dedicated team of professionals, including certified financial planners, they guide clients through their financial journeys, ensuring that plans are adaptable as life circumstances evolve. The firm provides exclusive rewards and premium benefits through its CitizensPlus program, including enhanced savings rates and special lending discounts. Citizens Private Client is committed to fostering a collaborative relationship with clients, aiming to help them achieve their financial goals and secure their legacy. Generated from the website

Citizens Wealth Management, located in Lexington, Massachusetts, is dedicated to guiding clients through the complexities of financial planning, ensuring tailored advice that consistently aligns with their unique goals and stages in life. With a team of experienced professionals, including a CERTIFIED FINANCIAL PLANNER™ and various specialists, they collaborate closely with clients to create dynamic financial plans that evolve as circumstances change. The firm emphasizes a personal approach to finances while offering exclusive rewards and benefits to enhance the client experience. Citizens Wealth Management prioritizes understanding the needs of families and future legacies, positioning themselves as a trusted partner in navigating financial journeys. Generated from the website

Leegoir Berthaud operates as a Private Client Relationship Manager in Boston, MA, offering personalized financial guidance to individuals at different stages of life. Their dedicated team, comprised of a relationship manager, advisor, and specialists, collaborates with clients to craft tailored financial plans aligned with their unique circumstances. This collaborative and comprehensive approach focuses on the individual needs, goals, and legacy of each client. Citizens Private Client emphasizes custom financial planning as the core of their client relationships, providing a team of advisors, including a CERTIFIED FINANCIAL PLANNER™ professional, to design a personalized financial strategy. Clients receive ongoing support to adjust their plans as their lives evolve. Additionally, exclusive benefits such as higher savings rates, enhanced cash back rewards, and special lending discounts are extended to clients through the CitizensPlus™ program. Generated from the website content