Param Singh

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

Val Gutnik is a Private Client Relationship Manager at Citizens Private Client, offering a collaborative and comprehensive approach to financial planning tailored to individual needs and goals. With a dedicated team of qualified specialists, the firm guides clients through the complexities of financial decision-making to help secure their financial futures. Citizens Private Client provides exclusive rewards and premium benefits through their Citizens Plus program, alongside personalized financial advice from certified professionals. Clients receive ongoing support to adjust their financial plans as personal circumstances evolve, ensuring their strategies remain aligned with their life changes. Generated from the website

Valeriya Gutnik, located in Newton Highlands, MA, offers personalized financial guidance through Citizens Private Client. Their dedicated team of professionals assists clients in navigating their financial journey, providing tailored advice to meet the unique needs and goals of each individual and family. At Valeriya Gutnik, financial planning is at the core of the client relationship. A team of advisors, including a CERTIFIED FINANCIAL PLANNER™ professional, collaborates closely with clients to design a personalized financial strategy, ensuring ongoing support to adjust the plan as life circumstances evolve. Clients at Valeriya Gutnik also enjoy exclusive rewards through CitizensPlus™, including premium benefits like higher savings rates, increased cash back rewards, and special lending discounts. By working with Valeriya Gutnik, clients can access a comprehensive approach to reaching their financial goals and securing their financial future. Generated from the website content