Jason E Smith CPA

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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

Strong Financial Performance Market-leading products and services Continued investment in our communities Unparalleled value in products, services and rates, and commitment to the well being of our membership and the communities we serve. These are the guiding principles that continue to make Coastal1 Credit Union "The smarter way to bank