Patrick Dunk

Citizens Wealth Management, led by Patrick Dunk, offers tailored financial advisory services to navigate the complexities of personal finance across various life stages. With a dedicated advisory team, they collaborate to create and adjust comprehensive financial plans aligned with clients' unique situations and evolving goals. As a division of Citizens Bank, Citizens Wealth Management provides personalized financial planning, exclusive rewards, and a focus on building long-term relationships with clients. Their team of professionals, including CERTIFIED FINANCIAL PLANNER™ practitioners, ensures that clients receive individual attention and expert guidance throughout their financial journey. Generated from the website

Citizens Wealth Management provides personalized financial advisory services tailored to the unique needs of individuals and families at every stage of life. With a dedicated team of professionals, including CERTIFIED FINANCIAL PLANNER™ specialists, they focus on developing comprehensive financial plans that can evolve as clients' circumstances change. Clients benefit from a collaborative approach to financial planning, which includes exclusive rewards and products, alongside ongoing support to help them stay aligned with their financial goals. As a part of Citizens Bank N.A., Citizens Wealth Management is committed to navigating the complexities of investment and wealth management 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