Green Island Investments LLC

Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.

June Woo is a Private Client Financial Advisor at Citizens Wealth Management, dedicated to guiding clients through their financial journeys regardless of their life stage. With a collaborative and comprehensive approach, she leads a team of specialists to create tailored financial plans that adapt to each client's unique situation and evolving needs. Citizens Wealth Management offers a range of services, including customized financial planning and exclusive rewards for clients. The firm emphasizes strong relationships, providing personalized advice designed to help individuals and families achieve their financial goals while ensuring ongoing support as their circumstances change. Generated from the website

Citizens Securities, Inc. is a financial advisory firm located in Glen Oaks, NY. They offer comprehensive financial planning services, tailored to the unique needs and goals of their clients. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they guide individuals and families through their financial journey, helping them create a solid financial plan and adjust it as their life evolves. Citizens Private Client also provides exclusive rewards through their CitizensPlus program, offering benefits such as investment matches, higher savings rates, special lending discounts, and more.Generated from the website