Kamryn Person

Citizens Wealth Management offers customized financial planning services tailored to individuals and families at any stage of life. Their dedicated team combines the expertise of relationship managers, advisors, and specialists to create comprehensive financial plans that adapt as clients' needs evolve. In addition to personalized advice, Citizens Wealth Management provides exclusive rewards, including higher savings rates and access to special lending discounts, enhancing the overall client experience. Their collaborative approach ensures that financial goals and legacies are supported and achieved through a trusted advisory network. Generated from the website

Shiri Ghimire serves as a Private Client Relationship Manager at Citizens Bank in Medfield, Massachusetts, where she is dedicated to helping clients navigate their financial journeys. With a collaborative approach, she and her advisory team work closely with clients to create comprehensive financial plans tailored to their unique situations and evolving needs. Citizens Private Client offers a range of services, including personalized financial planning and exclusive rewards through Citizens Plus, designed to enhance clients' financial well-being. The team of knowledgeable professionals is committed to understanding the goals of clients and their families, ensuring ongoing support as life circumstances change. Generated from the website

Located in the charming town of Sharon, MA, financial planner Samia Elias offers expert guidance to help individuals and families achieve their financial goals. With a personalized approach, she specializes in investment strategies, retirement planning, and wealth management, ensuring a secure financial future for her clients. Samia's commitment to building lasting relationships and providing tailored solutions makes her a trusted partner in navigating the complexities of personal finance. Generated from this place's information