SMSK Investments Inc

Michael Michaelson is a private client financial advisor with Citizens Wealth Management located in Woburn, Massachusetts. He leads a dedicated advisory team committed to guiding clients through their financial journeys with personalized plans that adapt to life changes. With a focus on comprehensive financial planning, the team provides tailored advice and exclusive rewards, ensuring that clients' needs and goals are prioritized. Citizens Wealth Management emphasizes collaboration, allowing clients to receive ongoing support and adjustments to their financial strategies as their circumstances evolve. Generated from the website

Yuque Wang serves as a Private Client Relationship Manager at Citizens Private Client in Woburn, Massachusetts, where he collaborates with a dedicated advisory team to help clients navigate their financial journeys. The firm offers a comprehensive financial planning approach tailored to individual needs, placing emphasis on ongoing support as life circumstances evolve. Through Citizens Private Client, clients benefit from personalized advice and exclusive rewards, including higher savings rates and special lending discounts. The advisory team, featuring a CERTIFIED FINANCIAL PLANNER, is committed to aligning each financial plan with the unique goals and legacies of the clients and their families. Generated from the website

TJ Van Gerven - Modern Wealth Builders is a registered investment adviser based in Woburn, MA, specializing in financial planning and investment management for high-earning millennials, including tech professionals, physicians, and solo business owners. They offer personalized advice on equity compensation, debt optimization, and portfolio withdrawal strategies, aiming to help clients maximize their resources and achieve financial flexibility while working towards their goals. With a focus on long-term partnerships, TJ Van Gerven - Modern Wealth Builders provides proactive tax planning strategies, rules-based investment strategies, and regular progress meetings to help clients stay on track. Their mission is to enable clients to use their money in ways that matter most to them, ultimately helping them achieve a more fulfilling life beyond wealth accumulation.Generated from the website