Andrew Martelly

Warren, RI, is a charming coastal town known for its historic architecture and vibrant community. Nestled along the shores of Narragansett Bay, it offers picturesque views and a rich maritime heritage. With a variety of local shops, restaurants, and parks, Warren provides a welcoming atmosphere for residents and visitors alike, making it an ideal location for financial planner Joshua Davis to serve his clients. Generated from this place's information

Citizens Securities, Inc., located in Barrington, Rhode Island, 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 and adjusting financial plans tailored to each client's unique needs and goals. Their collaborative approach ensures that clients receive the support and advice necessary to navigate their financial journey and secure their financial future. Citizens Private Client, a division of Citizens Securities, Inc., specializes in custom financial planning, offering the expertise of CERTIFIED FINANCIAL PLANNERTM professionals and other specialists to design personalized strategies that evolve with clients' changing circumstances. In addition to their advisory services, they provide exclusive rewards through CitizensPlusTM, including investment matches, higher savings rates, cash back credit card benefits, and special lending discounts. With a commitment to understanding their clients' financial aspirations, Citizens Securities, Inc. is dedicated to helping individuals and families achieve their financial goals.Generated from the website

Citizens Private Client in Rhode Island offers individuals and families expert financial planning and advisory services tailored to their unique needs and goals. With a dedicated team of professionals including a relationship manager, a CERTIFIED FINANCIAL PLANNER™, and various specialists, clients receive comprehensive guidance to navigate their financial journey. The firm emphasizes a collaborative approach to financial management, allowing for personalized adjustments as clients' lives evolve. In addition to tailored financial advice, Citizens Private Client provides exclusive rewards through its CitizensPlus program, enhancing clients' banking and investment experiences. Generated from the website