Joe Lagner
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Citizens Wealth Management, part of Citizens Bank N.A., offers personalized financial advisory services through a dedicated team of professionals committed to addressing the unique financial needs and goals of individuals and families. By providing custom financial planning and ongoing support, they aim to help clients navigate their financial journey as life circumstances change.
The firm ensures a collaborative approach to building comprehensive financial plans, leveraging a talented team that includes CERTIFIED FINANCIAL PLANNER™ professionals alongside specialists in various financial domains. Additionally, clients can benefit from exclusive rewards, such as higher savings rates and lending discounts as part of their Wealth Management relationship.
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