Lee Hurney

Chris Maloney serves as a Private Client Relationship Manager at Citizens Private Client, located in Somerville, MA. He is part of a dedicated advisory team designed to assist clients throughout their financial journeys, providing tailored advice and comprehensive financial planning to address each individual's unique circumstances. Citizens Private Client focuses on developing personalized financial strategies, ensuring ongoing support as clients' lives evolve. Additionally, they offer exclusive rewards through CitizensPlus, enhancing clients' banking and financial experiences with premium benefits such as higher savings rates and special lending discounts. Generated from the website

Thiago Ribeiro is a Private Client Financial Advisor at Citizens Wealth Management in Somerville, MA, dedicated to helping clients navigate their financial journeys regardless of their life stage. With a collaborative approach, Ribeiro and his advisory team work to create customized financial plans that evolve with the needs and goals of each client and their families. Citizens Wealth Management emphasizes the importance of tailored financial advice, providing clients access to a dedicated team of professionals, including CERTIFIED FINANCIAL PLANNER™ specialists. The firm also offers exclusive rewards, such as higher savings rates and lending discounts, to enhance the financial experience for its clients. Generated from the website

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a range of investment advisory services and insurance products. As an affiliate of Citizens Bank NA, they provide tailored financial strategies while emphasizing the importance of individual goals, time horizons, and risk tolerance in investment decisions. The firm operates under the regulatory oversight of FINRA and SIPC, ensuring compliance and protection for their clients. Their services include managed accounts and digital advisory programs, all subject to investment risk, including the potential loss of principal invested. Generated from the website