Megan Donnelly

Juan Espinosa is a private client financial advisor at Citizens Securities, Inc. located in Great Neck, NY. With a dedicated team of professionals, Juan provides tailored financial planning services to help clients navigate their financial journey and achieve their unique goals. As part of Citizens Private Client, Juan offers comprehensive advice and personalized support, ensuring that clients receive the guidance they need to create a solid financial plan that adapts to their evolving needs and circumstances. With access to exclusive rewards and benefits through CitizensPlus, clients can enjoy additional perks and incentives to enhance their financial well-being.Generated from the website

Terrance White is a private client financial advisor at Citizens Wealth Management in Brooklyn, NY, dedicated to helping individuals navigate their financial journeys regardless of their life stage. With a collaborative approach, he and his advisory team work closely with clients to create comprehensive financial plans tailored to their unique situations and goals. Citizens Wealth Management offers a range of services, including personalized financial planning and access to exclusive rewards such as higher savings rates and lending discounts. The firm emphasizes ongoing support and adjustments to financial strategies as clients' lives evolve, ensuring that their financial futures remain aligned with their aspirations. Generated from the website

Citizens Private Client offers tailored financial planning and management services, designed to guide clients through the complexities of their financial journeys. With a dedicated advisory team, including personal relationship managers and qualified specialists, they create comprehensive financial plans that evolve with clients' life changes. The firm emphasizes a collaborative approach, focusing on understanding the unique needs and goals of individuals and families. Clients also benefit from exclusive rewards through CitizensPlus, which provides enhanced savings rates, cashback benefits, and special lending discounts. Generated from the website