Matthew Udasin

Bailey Lucier, a Private Client Financial Advisor at Citizens Wealth Management in Latham, NY, offers a comprehensive approach to financial planning tailored to the unique needs of individuals and families. With a dedicated advisory team, clients receive personalized guidance to navigate their financial journeys and adjust their plans as life circumstances evolve. Citizens Wealth Management emphasizes collaboration and individualized support, ensuring that clients' financial goals are met through custom financial planning and exclusive rewards. The firm combines expertise from certified financial planners and specialists to create strategies that align with clients' aspirations while managing investment risks. Generated from the website

Chris Dunham serves as a Private Client Relationship Manager at Citizens Private Client in Clifton Park, NY, where he leads a dedicated advisory team focused on providing comprehensive financial planning tailored to individual client needs. The collaborative approach ensures that clients receive personalized support and guidance as their financial situations evolve over time. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, enhancing clients' financial journeys with tailored advice and premium benefits. With a commitment to understanding the unique goals of each client, the firm aims to help individuals and families navigate their financial futures effectively. Generated from the website

Frederick Hepfer is a Private Client Financial Advisor at Citizens Securities, Inc. located in Clifton Park, NY. With a dedicated advisory team, they offer comprehensive financial planning services tailored to the unique needs and goals of individuals and their families, providing guidance and support throughout their financial journey. Citizens Private ClientTM, led by Frederick Hepfer, focuses on creating personalized financial plans and offers exclusive rewards through CitizensPlusTM, including investment matches, higher savings rates, special lending discounts, and more. Their collaborative and comprehensive approach ensures that clients receive the trusted advice and support they need to navigate their financial future.Generated from the website