James Cuoco

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

Citizens Securities, Inc. is a financial advisory firm located in Warwick, Rhode Island. They offer personalized financial planning services and guidance to individuals and families at every stage of life, helping them navigate complex financial decisions and create comprehensive plans aligned with their unique needs and goals. With a dedicated team of professionals, including relationship managers, advisors, and specialists, Citizens Securities provides tailored advice and ongoing support to adjust financial plans as clients' lives evolve. They also offer exclusive rewards through their CitizensPlus program, providing premium benefits such as investment matches, higher savings rates, special lending discounts, and more. Citizens Securities, Inc. is committed to helping clients reach their financial goals and offers a range of advisory solutions to meet their needs. Their team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNERTM professionals, work closely with clients to design personalized approaches to their finances, ensuring that their financial plans are continuously adjusted to reflect changes in their lives. With a focus on collaboration and comprehensive planning, Citizens Securities strives to provide trusted guidance and support to help clients secure their financial future.Generated from the website

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a range of investment advisory services and insurance products. As a member of FINRA and SIPC, the firm emphasizes the importance of tailored investment strategies that align with individual goals, risk tolerance, and time horizons. Additionally, Citizens Wealth Management operates as a division of Citizens Bank NA, providing clients with comprehensive financial planning and wealth management solutions. The firm is committed to transparency and adheres to fiduciary standards, ensuring that clients receive personalized advice and support throughout their financial journeys. Generated from the website