Tim OHara

June Woo is a Private Client Financial Advisor at Citizens Wealth Management, dedicated to guiding clients through their financial journeys regardless of their life stage. With a collaborative and comprehensive approach, she leads a team of specialists to create tailored financial plans that adapt to each client's unique situation and evolving needs. Citizens Wealth Management offers a range of services, including customized financial planning and exclusive rewards for clients. The firm emphasizes strong relationships, providing personalized advice designed to help individuals and families achieve their financial goals while ensuring ongoing support as their circumstances change. Generated from the website

Citizens Securities, Inc. is a financial advisory firm located in Glen Oaks, NY. They offer comprehensive financial planning services, tailored to the unique needs and goals of their clients. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they guide individuals and families through their financial journey, helping them create a solid financial plan and adjust it as their life evolves. Citizens Private Client also provides exclusive rewards through their CitizensPlus program, offering benefits such as investment matches, higher savings rates, special lending discounts, and more.Generated from the website

Citizens Private Client in New Hyde Park, NY, offers a collaborative approach to financial planning, providing clients with a dedicated team of advisors who tailor solutions to meet their unique needs and goals. Their comprehensive services include personalized financial strategies, access to specialists, and exclusive rewards through the CitizensPlus program. With a commitment to guiding clients through their financial journeys, Citizens Private Client ensures ongoing support as life circumstances evolve, focusing on the lasting impact of family and legacy. Their team is equipped to help individuals navigate complex financial questions at any stage of life, emphasizing trust and tailored advice. Generated from the website