Dikun Liu

Qazi Halim is a private client financial advisor located in Woodside, NY. They offer comprehensive financial planning services, tailored to the unique needs and goals of their clients. With a dedicated team of professionals, including advisors and specialists, Qazi Halim guides individuals and families in creating a comprehensive financial plan and adjusting it as their life evolves. They also provide exclusive rewards through their CitizensPlus program, offering benefits such as investment matching, higher savings rates, special lending discounts, and more. Qazi Halim is committed to providing trusted advice and personalized solutions to help clients reach their financial goals. Their team of knowledgeable professionals, including a CERTIFIED FINANCIAL PLANNER™, work closely with clients to design a personal approach to their finances. Whether clients are just starting their financial journey or are in a later stage of life, Qazi Halim is dedicated to helping them navigate the complexities of financial planning and secure their financial future.Generated from the website

Citizens Private Client offers tailored financial planning and management services, designed to guide clients through the complexities of their financial journeys. With a dedicated advisory team, including personal relationship managers and qualified specialists, they create comprehensive financial plans that evolve with clients' life changes. The firm emphasizes a collaborative approach, focusing on understanding the unique needs and goals of individuals and families. Clients also benefit from exclusive rewards through CitizensPlus, which provides enhanced savings rates, cashback benefits, and special lending discounts. Generated from the website

Juan Espinosa is a Private Client Financial Advisor based in Great Neck, NY, offering tailored financial planning services through Citizens Wealth Management. Their dedicated team of professionals is committed to understanding the unique needs and goals of each client, guiding them through their financial journey with personalized advice and support. The focus at Juan Espinosa is on creating comprehensive financial plans aligned to individual situations, with a collaborative and inclusive process that evolves as clients' lives change. With a team of advisors, a CERTIFIED FINANCIAL PLANNER TM professional, and other specialists, clients can expect a truly personal approach to managing their finances. Clients at Juan Espinosa also benefit from premium rewards through CitizensPlus TM, including higher savings rates, increased cash back rewards, special lending discounts, and more. Citizens Wealth Management® strives to help individuals reach their financial goals by providing a range of advisory solutions designed to meet their unique needs. Generated from the website content