Roy Yehuda
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305 Walnut St
Newtonville, MA 02460
Citizens Wealth Management offers a comprehensive approach to financial planning and investment advisory services, tailored to the unique needs of individuals and families. With a dedicated advisory team that includes a relationship manager, a CERTIFIED FINANCIAL PLANNER™, and various specialists, they provide personalized support to guide clients through their financial journeys.
The firm emphasizes a collaborative process that adapts as life circumstances change, ensuring clients receive ongoing advice aligned with their goals. In addition to expert financial planning, Citizens Wealth Management clients enjoy exclusive product benefits, such as higher savings rates and lending discounts.
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