Selina Li

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

Susanna Nieto is a Private Client Financial Advisor at Citizens Wealth Management, based in Charlestown, Massachusetts. She and her dedicated team provide tailored financial planning services, guiding clients through their financial journeys and adjusting plans as their life circumstances evolve. Citizens Wealth Management emphasizes a collaborative approach to financial planning, focusing on the unique needs and goals of clients and their families. The firm also offers exclusive rewards and benefits to enhance the client relationship, including higher savings rates and access to special lending discounts. 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