Anthony Ata

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9 Freetown Rd Ste 3
Raymond, NH 03077
+1 (781) 302-0366
https://fa.citizensbank.com

Citizens Wealth Management, through its Private Client division, offers tailored financial planning services designed to meet the unique needs of clients at various stages of life. With a team of dedicated professionals, including CERTIFIED FINANCIAL PLANNER™ experts, the firm focuses on creating comprehensive financial plans that evolve alongside clients' goals and life changes.

In addition to personalized advice, Citizens Wealth Management provides exclusive rewards and product benefits, including competitive savings rates and lending discounts, to enrich their clients' financial journeys. This collaborative and comprehensive approach ensures that clients receive ongoing support as they work toward achieving their financial aspirations and safeguarding their legacies.

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Citizens Securities, Inc. is a financial advisory firm located in Exeter, New Hampshire. They offer personalized financial planning services and a dedicated team of professionals to guide clients through their financial journey. With a collaborative and comprehensive approach, they help clients create a comprehensive financial plan aligned to their unique situation and adjust it as their life changes. Citizens Securities, Inc. also provides exclusive rewards through their CitizensPlus program, offering premium benefits such as investment matches, higher savings rates, special lending discounts, and more. Their goal is to help clients reach their financial goals and provide tailored advice to meet their needs and goals.Generated from the website
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Our team of mortgage experts at Citizens is committed to helping customers find the home loan solution that’s right for them. Citizens is one of the nation’s oldest and largest financial institutions, with a nearly 200-year history of serving customers and communities. Whatever your mortgage needs—buying a home, building a home, or refinancing an existing mortgage—we’ll provide answers and insights to guide you through the process, from application to closing.
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