Jonathan Meyers

Luisa Salazar is a Private Client Financial Advisor at Citizens Wealth Management in Beverly, MA, dedicated to guiding clients through their financial journeys. With a collaborative approach, her advisory team works closely with clients to create comprehensive financial plans tailored to their unique situations and evolving needs. Citizens Wealth Management offers a range of services, including personalized financial planning and exclusive rewards for clients. Their team of knowledgeable professionals is committed to understanding the goals of clients and their families, ensuring that financial strategies align with individual aspirations and circumstances. Generated from the website

Citizens Private ClientTM offers comprehensive financial planning by providing clients with a dedicated advisory team, which includes a personal relationship manager and qualified specialists, to navigate complex financial questions effectively. Their collaborative approach focuses on aligning financial plans with individual needs and goals, ensuring adjustments are made as clients' lives evolve. In addition to custom financial planning, Citizens Private Client provides exclusive rewards through CitizensPlusTM, such as higher savings rates and special lending discounts. Their commitment is to offer tailored advice and support to help clients achieve their financial aspirations while managing risks associated with investments and financing. Generated from the website

Citizens Wealth Management, part of Citizens Bank N.A., offers tailored financial planning services to help clients navigate their financial journeys. With a dedicated advisory team and a focus on creating personalized solutions, they assist individuals and families in aligning their financial goals with their unique life situations. The firm provides exclusive rewards and individualized support through a collaborative and comprehensive approach. Clients benefit from the expertise of CERTIFIED FINANCIAL PLANNER™ professionals and are guided through various financial strategies to adapt as their needs evolve over time. Generated from the website