Eustace Walker

Richard Longueil is a Private Client Financial Advisor affiliated with Citizens Wealth Management, located in Hyannis, Massachusetts. The firm specializes in offering a range of investment advisory services and wealth management strategies tailored to meet the individual goals and risk tolerances of clients. As a registered broker dealer and investment adviser, Citizens Securities Inc., along with its affiliates, provides services that include managed accounts and insurance products, all subject to investment risks. The firm emphasizes the importance of personalized investment decisions, ensuring that strategies align with each client's unique financial objectives. Generated from the website

Citizens Wealth Management in Hyannis, MA, offers personalized financial planning and advice tailored to the unique needs of each client. With a dedicated team of advisors, clients receive comprehensive support to navigate their financial journeys and align their financial goals with their evolving life stages. The firm emphasizes a collaborative process that includes access to qualified specialists, ensuring a customized approach to both financial planning and investment strategies. Additionally, Clients benefit from exclusive rewards, such as enhanced savings rates and lending discounts, further supporting their financial aspirations. Generated from the website

Chris O'Brien is a Private Client Financial Advisor at Citizens Wealth Management in South Yarmouth, MA, dedicated to helping clients navigate their financial journeys regardless of their life stage. With a collaborative team approach, they focus on creating comprehensive financial plans tailored to the unique needs and goals of each client, while offering ongoing support to adjust those plans as life evolves. Citizens Wealth Management emphasizes personalized financial planning, leveraging the expertise of a dedicated team including CERTIFIED FINANCIAL PLANNER™ professionals. Clients benefit from exclusive rewards such as higher savings rates and tailored advice designed to help them meet their financial objectives and secure their legacies. Generated from the website