Erik Vasquez

Jason Hoffman is a Private Client Financial Advisor at Citizens Wealth Management in Melville, NY, dedicated to guiding clients through their financial journeys. With a collaborative approach, his advisory team focuses on creating comprehensive financial plans tailored to the unique needs and goals of each individual and their families. Citizens Wealth Management offers a range of services, including custom financial planning and exclusive rewards, such as higher savings rates and special lending discounts. The firm emphasizes ongoing support and adjustments to financial strategies as clients' lives evolve, ensuring alignment with their long-term objectives. Generated from the website

Jorge Kiesel is a dedicated financial planner located in Levittown, NY, offering expert advice to help clients achieve their financial goals. With a focus on personalized service, he guides individuals and families through budgeting, investment strategies, and retirement planning. Known for his approachable demeanor and deep understanding of financial markets, Jorge is committed to empowering his clients to make informed financial decisions. Generated from this place's information

Citizens Securities, Inc., located in Wantagh, NY, is a trusted private client financial advisory firm that offers comprehensive financial planning services. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide personalized guidance to help clients navigate their financial journey and achieve their unique goals. Through their Citizens Private ClientTM program, clients receive tailored advice and support in creating a comprehensive financial plan that evolves with their changing needs. Additionally, they offer exclusive rewards through CitizensPlusTM, including investment matches, higher savings rates, and special lending discounts, among other benefits.Generated from the website