Daniel Lee

The Shoreham Group, LLC is a New York-based company specializing in a range of services including consulting, investment banking, and financial advisory. With a dedicated team of professionals and a commitment to excellence, they provide comprehensive solutions to their clients, ensuring their financial goals are met and exceeded.Generated from the website

Dmitriy Berman is a Private Client Financial Advisor at Citizens Wealth Management, based in New York City. He specializes in guiding clients through their financial journeys by offering personalized advice and comprehensive financial planning tailored to the unique needs and goals of individuals and families. Citizens Wealth Management focuses on collaborative processes, ensuring clients receive ongoing support and adjustments to their financial plans as life circumstances change. The firm also offers exclusive benefits through its Citizens Plus program, which includes investment matches, higher savings rates, and additional lending discounts. Generated from the website

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a range of investment and advisory services while adhering to the standards set by FINRA and SIPC. As a member of Citizens Financial Group Inc., it provides securities, insurance products, and investment strategies tailored to individual client goals and risk tolerance. Additionally, Clarfeld Financial Advisors LLC, an affiliate of Citizens, delivers investment advisory services to clients, ensuring expert financial guidance. Both entities emphasize a commitment to transparency and client-focused financial planning, with an extensive array of resources to meet diverse financial needs. Generated from the website