Leanna Stum

Citizens Private Client offers a comprehensive financial planning service designed to assist individuals at any stage of life in navigating their financial journey. With a dedicated advisory team, including a relationship manager and certified financial planners, they provide tailored advice and support to help clients achieve their unique financial goals. The firm emphasizes a collaborative approach, ensuring that financial plans are aligned with clients' evolving needs and aspirations. Additionally, Citizens Private Client provides exclusive rewards and benefits through its Citizens Plus program, enhancing the overall client experience. Generated from the website

David Bolger is a reputable health insurance company located in Phoenixville PA. Known for its personalized service and extensive coverage options the company aims to provide peace of mind to individuals and families seeking reliable health insurance solutions. With a commitment to customer satisfaction David Bolger strives to meet the diverse needs of its clients in a friendly and professional environment. Generated from this place's information

Citizens Securities, Inc., located in Reading, PA, is a trusted financial advisory firm offering comprehensive and personalized solutions to individuals and families at every stage of life. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide expert guidance in creating a tailored financial plan aligned with each client's unique needs and goals. Their collaborative approach ensures ongoing support and adjustments to the plan as life circumstances change, helping clients navigate their financial journey with confidence. Citizens Private Client, a division of Citizens Securities, Inc., offers exclusive benefits through their CitizensPlus program, including investment matches, higher savings rates, cash back credit card rewards, and special lending discounts. With a focus on custom financial planning and a commitment to understanding the individual needs of each client, Citizens Securities, Inc. is dedicated to helping clients achieve their financial objectives and secure their legacy.Generated from the website