Joshua Davis

Andrew Martelly is a dedicated Private Client Financial Advisor at Citizens Wealth Management, located in East Providence, Rhode Island. He and his advisory team provide personalized financial planning services tailored to the unique needs and goals of clients at every stage of life. Citizens Wealth Management emphasizes a collaborative approach, ensuring clients receive ongoing support as their financial situations evolve. The firm offers exclusive rewards and benefits, including higher savings rates and access to specialized lending discounts, to enhance the overall client experience. Generated from the website

Cory Hangan is a dedicated financial advisor at Citizens Wealth Management in Providence, RI, specializing in guiding clients through their financial journeys regardless of their life stage. With a collaborative approach, he works closely with a team of professionals to create comprehensive financial plans tailored to the unique needs and goals of each client and their families. Citizens Wealth Management offers a range of services, including custom financial planning and exclusive rewards, such as higher savings rates and access to special lending discounts. The firm emphasizes ongoing support to adapt financial strategies as clients' lives evolve, ensuring they remain aligned with their financial aspirations and legacy planning. 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