Riley Flanagan

Brian Smith serves as a Private Client Relationship Manager at Citizens Private Client in Quincy, MA. Through a collaborative process, he leads a dedicated advisory team to provide individualized financial planning and assistance tailored to each client's unique needs and life situation. Citizens Private Client offers exclusive services that include custom financial planning, access to a team of financial professionals, and premium benefits through CitizensPlus. The firm is committed to helping clients navigate their financial journeys, adjust plans as life evolves, and achieve their financial goals. Generated from the website

Citizens Wealth Management, part of Citizens Bank N.A., provides personalized financial planning and advisory solutions to help clients navigate their financial futures. Leveraging a dedicated team of experienced professionals, they offer tailored advice aimed at aligning financial strategies with individual goals and life changes. Offering exclusive rewards and a comprehensive approach to wealth management, the firm ensures ongoing support from services such as a CERTIFIED FINANCIAL PLANNER™ and access to various financial products. Clients benefit from a collaborative process that focuses on their unique needs and legacy, with an eye towards both short- and long-term financial success. Generated from the website

Citizens Wealth Management provides comprehensive financial planning services tailored to meet the unique needs and goals of clients at any stage of life. Their dedicated advisory team, which includes a relationship manager and qualified specialists, collaborates with clients to create and adjust personalized financial plans as life circumstances evolve. In addition to bespoke advice, Citizens Wealth Management offers exclusive rewards and benefits, such as higher savings rates and cash-back credit cards, enhancing their financial services portfolio. This integrative approach aims to support clients in navigating their financial journeys and achieving long-term goals. Generated from the website