LPL

Citizens Private Client in Astoria, NY, offers personalized financial guidance through a dedicated team comprising relationship managers, advisors, and specialized professionals. Their collaborative approach focuses on creating comprehensive financial plans that adapt to the evolving needs and goals of clients and their families. In addition to tailored financial planning, Citizens Private Client provides exclusive benefits through CitizensPlus, including higher savings rates, enhanced credit card rewards, and special lending discounts. The firm prioritizes building trust and understanding each client's unique financial situation to help them achieve their long-term financial objectives. 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

Sterling Insurance Group, operating under A Z Sterling Financial Service in Astoria, is a comprehensive insurance agency offering a range of services to meet personal and business needs. Specializing in Personal Insurance, Business Insurance, Risk Management, and Employee Benefits, they provide tailored solutions to protect clients' assets and mitigate potential risks. With a focus on delivering quality service and customized insurance options, Sterling Insurance Group is dedicated to helping individuals and businesses navigate the complexities of insurance coverage. Their expertise and commitment to excellence make them a trusted partner in safeguarding clients' financial well-being. Generated from their website's infomation