Mitch Rose

Prakash Shetty is a dedicated financial advisor with Citizens Wealth Management in Hightstown, NJ, specializing in comprehensive financial planning tailored to the unique needs of clients at various life stages. His collaborative approach involves a dedicated advisory team that works closely with clients to create and adjust personalized financial plans as their circumstances evolve. Citizens Wealth Management offers a range of services, including custom financial planning, tailored advice, and exclusive rewards for clients. The firm is committed to guiding individuals and families through their financial journeys, ensuring they have the support needed to achieve their financial goals. Generated from the website

Joe Baganski serves as a Private Client Relationship Manager at Citizens Private Client in Langhorne, Pennsylvania, where he leads a dedicated advisory team focused on helping clients navigate their financial journeys. The firm emphasizes a collaborative and comprehensive approach to financial planning, tailoring strategies to meet the unique needs and goals of individuals and families at various life stages. Citizens Private Client offers a range of services, including personalized financial planning and access to exclusive rewards through Citizens Plus. Clients benefit from the expertise of certified financial planners and specialists who work closely with them to create and adjust financial plans as their circumstances evolve. Generated from the website

Citizens Securities, Inc. is a financial advisory firm located in Warminster, PA, offering personalized financial planning services to individuals and families. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide comprehensive guidance in creating a financial plan tailored to each client's unique needs and goals. Their collaborative approach ensures that the plan can be adjusted as life circumstances change, helping clients navigate their financial journey and secure their legacy. Citizens Private Client, a division of Citizens Securities, Inc., also offers exclusive benefits through their CitizensPlus program, including investment matches, higher savings rates, cash back credit card rewards, and special lending discounts. With a focus on building long-term relationships and providing trusted advice, Citizens Securities, Inc. aims to help individuals and families achieve their financial goals and secure their financial future.Generated from the website