Sean OBrien

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371 Hancock St
Quincy, MA 02171
+1 (617) 472-4695
https://fa.citizensbank.com

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.

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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
United States›Massachusetts›Quincy›Sean OBrien

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