Patrick Dunk

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

Patrick Dunk, a Private Client Financial Advisor at Citizens Wealth Management in Boston, MA, offers personalized financial guidance tailored to the unique circumstances of individuals and families. His collaborative approach involves a dedicated advisory team that provides comprehensive financial planning and the ability to adjust plans as life evolves. Citizens Wealth Management emphasizes building long-lasting relationships with clients through tailored financial advice while offering exclusive rewards, including enhanced savings options and lending benefits. This client-focused philosophy aims to help individuals achieve their financial goals and secure their legacies effectively. Generated from the website

George Young-Citizens Bank, located in Brookline, MA, operates as a brand name of Citizens Bank N.A., offering a range of banking products and services. The bank is a member of the FDIC, ensuring deposit products are secure and backed by federal insurance. In addition to traditional banking, Citizens Securities Inc., an affiliate, provides investment advisory and brokerage services through certified financial advisors. The bank emphasizes the importance of tailoring financial strategies to individual goals and risk tolerances, acknowledging the inherent risks associated with investment products. Generated from the website