Travis Sousa
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550 Tarkiln Hill Rd
New Bedford, MA 02745
Citizens Wealth Management offers personalized financial planning services, assisted by a dedicated team of professionals that includes relationship managers, advisors, and specialist support. They focus on tailoring financial solutions to meet the unique needs and goals of individuals and families throughout various life stages.
In addition to providing bespoke financial advice, Citizens Wealth Management also offers exclusive rewards, such as higher savings rates and cash-back credit card options. They emphasize a collaborative process, helping clients create and adjust comprehensive financial plans to align with their changing circumstances and legacy objectives.
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