John Alessi

Brian Smith serves as a Private Client Relationship Manager at Citizens Private Client in Quincy, MA. Through a collaborative process, he leads a dedicated advisory team to provide individualized financial planning and assistance tailored to each client's unique needs and life situation. Citizens Private Client offers exclusive services that include custom financial planning, access to a team of financial professionals, and premium benefits through CitizensPlus. The firm is committed to helping clients navigate their financial journeys, adjust plans as life evolves, and achieve their financial goals. Generated from the website

Citizens Wealth Management offers tailored financial planning and advisory services through a collaborative team approach, ensuring clients receive personalized solutions aligned with their unique goals and evolving financial situations. With a dedicated team of professionals, including certified financial planners, Citizens Wealth Management focuses on helping individuals and families navigate their financial journeys and build a secure legacy. With exclusive rewards and product benefits, such as higher savings rates and access to lending discounts, Citizens Wealth Management aims to enhance the wealth management experience for its clients. The firm prioritizes understanding and adapting to clients' needs while providing comprehensive financial solutions for every stage of life. Generated from the website

Citizens Wealth Management offers personalized financial advisory services through a team of dedicated professionals who guide clients at any life stage to navigate their financial journey. Their comprehensive approach emphasizes customized financial planning, ensuring alignment with clients' unique goals and evolving circumstances. The firm also provides exclusive rewards for its clients, including higher savings rates and cash back credit cards, enhancing the overall client experience. Furthermore, Citizens Wealth Management, operating under Citizens Bank N.A., emphasizes a collaborative and adaptive strategy focused on personal financial success and legacy planning. Generated from the website