Praison Jacob

Qazi Halim is a private client financial advisor located in Woodside, NY. They offer comprehensive financial planning services, tailored to the unique needs and goals of their clients. With a dedicated team of professionals, including advisors and specialists, Qazi Halim guides individuals and families in creating a comprehensive financial plan and adjusting it as their life evolves. They also provide exclusive rewards through their CitizensPlus program, offering benefits such as investment matching, higher savings rates, special lending discounts, and more. Qazi Halim is committed to providing trusted advice and personalized solutions to help clients reach their financial goals. Their team of knowledgeable professionals, including a CERTIFIED FINANCIAL PLANNER™, work closely with clients to design a personal approach to their finances. Whether clients are just starting their financial journey or are in a later stage of life, Qazi Halim is dedicated to helping them navigate the complexities of financial planning and secure their financial future.Generated from the website

Dikun Liu serves as a Private Client Relationship Manager at Citizens Private Client, where he is dedicated to guiding clients through their financial journeys. With a collaborative team approach, Citizens Private Client focuses on creating comprehensive financial plans tailored to the unique needs and goals of individuals and families. The firm offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, which provides premium benefits such as investment matches and higher savings rates. Clients benefit from ongoing support and adjustments to their financial plans as their life circumstances evolve. 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