Wealthcare Investment Partners

Leasha Batta serves as a Private Client Relationship Manager at Citizens Private Client in Portsmouth, Rhode Island, where she leads a dedicated advisory team to assist clients in navigating their financial journeys. The firm emphasizes a collaborative approach to financial planning, tailoring strategies to align with the unique needs and goals of each client and their families. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, which provides premium benefits such as investment matches and higher savings rates. The team of professionals is committed to delivering individualized support, ensuring that clients can adjust their financial plans as their life circumstances evolve. Generated from the website

Citizens Private Client is a comprehensive financial advisory service offered by Citizens Securities, Inc. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide personalized guidance and support in creating a financial plan tailored to each client's unique needs and goals. Their collaborative approach ensures that clients receive expert advice and assistance in navigating their financial journey at every stage of life. Located in Bristol and Portsmouth, Rhode Island, Citizens Private Client offers a range of services and solutions, including custom financial planning and exclusive rewards through CitizensPlusTM. Their commitment to understanding the individual circumstances of each client allows them to provide a truly personal approach to financial management, helping clients reach their financial goals and secure their legacy.Generated from the website

Ameriprise Financial Advisors in Portsmouth, RI, is dedicated to helping clients achieve their financial goals through personalized, one-on-one financial advice. With over 10,000 advisors available, they focus on aligning their services with the unique needs and aspirations of each client. The company emphasizes regular meetings to review progress and provide tailored recommendations for diversified portfolios, as well as access to digital tools for ongoing investment management. Ameriprise Financial has received recognition for its commitment to understanding client values and building lasting, trustworthy relationships. Generated from the website