Chad McConnell
Citizens Private Client offers a comprehensive financial planning service designed to navigate clients through various life stages and their associated financial questions. With a collaborative advisory team of specialists, including a dedicated relationship manager and CERTIFIED FINANCIAL PLANNER™ professionals, they focus on creating personalized financial strategies tailored to individual client needs and goals.
The firm also provides exclusive benefits through CitizensPlus™, including enhanced savings rates, increased cash back credit card earnings, and special lending discounts. With a commitment to understanding and adapting to their clients' evolving circumstances, Citizens Private Client aims to help clients achieve their financial aspirations and build lasting legacies.
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