Thomas Polito

Jorge Kiesel is a dedicated financial planner located in Levittown, NY, offering expert advice to help clients achieve their financial goals. With a focus on personalized service, he guides individuals and families through budgeting, investment strategies, and retirement planning. Known for his approachable demeanor and deep understanding of financial markets, Jorge is committed to empowering his clients to make informed financial decisions. Generated from this place's information

Megan Donnelly serves as a Private Client Relationship Manager at Citizens Private Client in Rockville Centre, NY, where she and her dedicated advisory team assist clients in navigating their financial journeys. They focus on creating comprehensive financial plans tailored to individual needs, ensuring ongoing support as clients' circumstances evolve. Citizens Private Client offers a range of services, including personalized financial planning and exclusive rewards through Citizens Plus, which provides premium benefits such as higher savings rates and special lending discounts. The firm emphasizes a collaborative approach, working closely with clients to align financial strategies with their goals and legacy. Generated from the website

Citizens Securities, Inc. is a financial advisory firm located in Rockville Centre, NY. They offer personalized financial planning services to individuals and families, helping them navigate their financial journey and plan for their future. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide comprehensive guidance tailored to each client's unique situation and goals. Their collaborative approach ensures that clients receive the support they need to adjust their financial plan as their life evolves. Citizens Securities, Inc. also offers exclusive benefits through their CitizensPlus program, providing premium rewards and discounts to their clients.Generated from the website