Daniel Fradette
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Citizens Wealth Management, based in New Bedford, MA, offers personalized financial planning services tailored to meet the unique needs of clients at various stages of life. Their dedicated team comprises relationship managers, advisors, and specialists who collaboratively create comprehensive financial plans and provide ongoing support as clients' circumstances change.
The firm emphasizes trust and collaboration, delivering exclusive rewards and product benefits such as higher savings rates and cash-back credit cards. Citizens Wealth Management is committed to understanding the goals of clients and their families, ensuring that each financial strategy aligns with individual aspirations and risk tolerances.
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