Leena Srinivas

Citizens Private Client in Natick, MA, offers a comprehensive financial advisory service tailored to individuals at various life stages. With a dedicated team of professionals, including a relationship manager and a CERTIFIED FINANCIAL PLANNER™, clients receive personalized financial planning aligned with their unique goals. The firm provides exclusive benefits through CitizensPlus™, such as enhanced savings rates and special lending discounts. This collaborative approach ensures clients receive ongoing support as their financial needs evolve, empowering them to navigate their financial journeys effectively. Generated from the website

Citizens Wealth Management offers a comprehensive financial planning service designed to assist individuals at all stages of life. With a dedicated advisory team, including relationship managers and qualified specialists, they provide tailored advice to help clients navigate their financial journeys and adjust their plans as life changes. The firm's focus on personalized financial strategies ensures that clients' unique needs and goals are prioritized. In addition to financial planning, Citizens Wealth Management provides exclusive rewards and benefits, including higher savings rates and special lending discounts, creating a holistic financial management experience for its clients. Generated from the website

Joe Montumer is a Private Client Relationship Manager at Citizens Private Client in Wellesley, Massachusetts, where he leads a dedicated advisory team focused on providing comprehensive financial planning tailored to the unique needs and goals of clients and their families. The firm emphasizes a collaborative approach, ensuring that financial strategies evolve alongside clients' life changes. Citizens Private Client offers a range of services, including personalized financial advice from a team of knowledgeable professionals, and exclusive rewards through Citizens Plus, which enhances clients' financial benefits. The firm is committed to guiding clients through their financial journeys while prioritizing their long-term success and legacy. Generated from the website