James Finlay

James Finlay is a financial advisory professional with Citizens Wealth Management, dedicated to guiding clients through their financial journeys regardless of their life stage. With a comprehensive and collaborative approach, his advisory team focuses on creating personalized financial plans that adapt as clients' needs and goals evolve.

Offering tailored financial planning, the Citizens Wealth Management team includes certified financial planners and specialists committed to understanding each client's unique situation. In addition to personalized financial strategies, clients benefit from exclusive rewards, including higher savings rates and access to special lending discounts.

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