Robert Damon

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, located in Sandwich, MA, offers personalized financial advisory services designed to address clients' unique life stages and goals. With a dedicated team of professionals, including Certified Financial Planners, they collaborate with individuals and families to create comprehensive financial plans and adapt them as circumstances evolve. Alongside tailored financial planning, Citizens Wealth Management provides exclusive rewards and benefits such as higher savings rates and lending discounts, aiming to support clients in reaching their financial objectives. The firm emphasizes a client-centered approach, ensuring that advice is both individualized and aligned with the changing needs of its clients. Generated from the website

Citizens Private Client is a financial advisory firm located in Portsmouth, NH, offering comprehensive financial planning services to individuals and families. Their team of dedicated professionals, including relationship managers, advisors, and specialists, work collaboratively to create personalized financial plans aligned with clients' unique needs and goals. With a focus on providing tailored advice and support throughout life's changes, Citizens Private Client helps clients navigate their financial journey and build a secure future. Additionally, clients can enjoy exclusive benefits through CitizensPlus, including investment matches, higher savings rates, special lending discounts, and more.Generated from the website