Terri Harbour

Justin Frank serves as a Private Client Relationship Manager at Citizens Private Client in Laconia, NH, where he and his dedicated advisory team assist clients in navigating their financial journeys. They focus on creating comprehensive financial plans tailored to individual needs, ensuring ongoing support as life circumstances evolve. Citizens Private Client offers a collaborative approach to financial planning, featuring a team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ specialists. Clients benefit from exclusive rewards and premium services designed to help them achieve their financial goals while receiving personalized advice and support. Generated from the website

Meg Swanson is a dedicated financial advisor at Citizens Wealth Management in Concord, NH, specializing in providing comprehensive financial planning tailored to the unique needs and goals of individuals and families. With a collaborative advisory team, they guide clients through the complexities of financial decision-making, ensuring plans are adaptable as life circumstances evolve. Citizens Wealth Management offers a range of services, including personalized financial advice from certified professionals and exclusive rewards for clients. Their commitment to understanding each client's situation allows for a truly customized approach to achieving financial goals, supported by ongoing individualized assistance. Generated from the website

Citizens Securities, Inc., located in Concord, NH, is a trusted financial advisory firm offering comprehensive and personalized solutions to individuals and families at every stage of life. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide expert guidance in creating customized financial plans aligned with clients' unique needs and goals. Their collaborative approach ensures that clients receive tailored advice and ongoing support to adjust their plans as their circumstances evolve. Citizens Private Client, a division of Citizens Securities, Inc., goes beyond traditional financial planning by offering exclusive rewards through their CitizensPlus program. Clients can enjoy benefits such as investment matches, higher savings rates, cash back credit cards, special lending discounts, and more. With a focus on building long-term relationships and delivering exceptional service, Citizens Securities, Inc. is committed to helping clients navigate their financial journey and secure their financial future.Generated from the website