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Lee Hurney is a Private Client Financial Advisor at Citizens Wealth Management, offering guidance for individuals at all stages of life in navigating their financial journeys. With a dedicated advisory team, including a relationship manager and qualified specialists, Hurney aids clients in creating tailored financial plans that evolve as their life circumstances change. Citizens Wealth Management emphasizes personalized financial planning and provides ongoing support to ensure clients' needs and goals are met. Their services also include exclusive product and relationship benefits, such as higher savings rates and access to special lending discounts, enhancing the overall client experience. 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

Taylor Morrison is a private client wealth advisor at Citizens Securities, Inc. located in Medford, MA. They offer comprehensive financial planning services to individuals and families, helping them navigate their financial journey and achieve their unique goals. With a collaborative and comprehensive approach, Taylor Morrison and their dedicated advisory team work closely with clients to create personalized financial plans that adapt to their changing needs and circumstances, ensuring a secure financial future for themselves and their legacy.Generated from the website