Marilyn Zarkos

Citizens Wealth Management provides personalized financial advisory services through a dedicated team that includes a relationship manager, a CERTIFIED FINANCIAL PLANNER™ professional, and various specialists to ensure comprehensive planning tailored to each client's unique needs. Their holistic approach adapts to clients' life changes, guiding them through various stages of financial decision-making. In addition to tailored financial planning, Citizens' Wealth Management client relationships offer distinct advantages, such as higher savings rates and access to exclusive lending discounts. Clients benefit from a collaborative process that emphasizes individual support and comprehensive strategies for achieving long-term financial goals. Generated from the website

Citizens Securities Inc., a member of FINRA and SIPC, offers a range of financial services, including securities, investment advisory services, and insurance products through its affiliates. With a commitment to maintaining high standards, the firm ensures that investment strategies align with individual goals, risk tolerance, and time horizons. In addition to investment advisory services provided by Clarfeld Financial Advisors LLC, Citizens Securities aims to cater to diverse financial needs through its comprehensive offerings. Clients can access various banking products and trust services, all subject to investment risks and potential loss of principal. Generated from the website

Matthew Kane is a Private Client Relationship Banker at Citizens Bank in East Longmeadow, MA, specializing in guiding clients through their financial journeys with a dedicated advisory team. Citizens Private Client offers comprehensive financial planning tailored to individual needs, ensuring ongoing support as clients' lives evolve. With a focus on personalized service, Citizens Private Client provides exclusive rewards and benefits, including investment matches and higher savings rates. The team of professionals, including CERTIFIED FINANCIAL PLANNER™ specialists, collaborates closely with clients to align financial strategies with their goals and aspirations. Generated from the website