David Mello

Citizens Securities, Inc. is a financial advisory firm located in Woonsocket, RI, offering personalized financial planning services to individuals and families. With a dedicated team of professionals, including certified financial planners, they provide comprehensive guidance and support in creating a tailored financial plan aligned with clients' unique needs and goals. Their collaborative approach ensures that the plan can be adjusted as clients' lives evolve, helping them navigate their financial journey and secure their financial future. Citizens Securities, Inc. also offers exclusive rewards through their CitizensPlus program, providing premium benefits such as investment matching, higher savings rates, special lending discounts, and more. With multiple locations in Rhode Island and Massachusetts, they are committed to delivering trusted advice and exceptional service to help clients reach their financial goals.Generated from the website

Citizens Securities, Inc., located in North Smithfield, Rhode Island, is a financial advisory firm that offers personalized financial planning services to individuals and families. Their team of dedicated professionals, including relationship managers, advisors, and specialists, work collaboratively with clients to create comprehensive financial plans tailored to their unique needs and goals. With a focus on providing trusted advice and guidance, Citizens Securities helps clients navigate their financial journey and adjust their plans as their life circumstances change. Citizens Securities also offers exclusive rewards through their CitizensPlus program, providing clients with premium benefits such as investment matches, higher savings rates, special lending discounts, and more. Their commitment to personalized service and comprehensive financial solutions makes them a trusted partner in helping clients reach their financial goals.Generated from the website

David Mello serves as a Private Client Relationship Manager with Citizens Private Client, providing comprehensive financial planning and tailored advice to clients across various stages of life. With a dedicated team of advisors and specialists, the firm emphasizes a collaborative approach, ensuring that financial strategies align with each client's unique needs and goals. Citizens Private Client offers exclusive benefits through the CitizensPlus program, supporting clients with premium rewards and access to specialized resources. This focus on personalized service aims to empower individuals and families to navigate their financial journeys effectively while enjoying customized ongoing support as their lives evolve. Generated from the website