Karen Johnston
Citizens Wealth Management, operating out of Lexington, Massachusetts, offers personalized financial advisory services designed to guide clients through their financial journeys. With a team consisting of dedicated professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, the company focuses on creating tailored financial plans aligned with individual client needs and life changes.
In addition to comprehensive financial planning, Citizens Wealth Management provides exclusive rewards and benefits, such as higher savings rates and special lending discounts. This client-centric approach emphasizes collaboration, ensuring that clients receive ongoing support to stay on target with their financial goals and legacy.
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