Sean OBrien

Brian Smith serves as a Private Client Relationship Manager at Citizens Private Client in Quincy, MA. Through a collaborative process, he leads a dedicated advisory team to provide individualized financial planning and assistance tailored to each client's unique needs and life situation. Citizens Private Client offers exclusive services that include custom financial planning, access to a team of financial professionals, and premium benefits through CitizensPlus. The firm is committed to helping clients navigate their financial journeys, adjust plans as life evolves, and achieve their financial goals. Generated from the website

Citizens Wealth Management offers tailored financial planning and advisory services through a collaborative team approach, ensuring clients receive personalized solutions aligned with their unique goals and evolving financial situations. With a dedicated team of professionals, including certified financial planners, Citizens Wealth Management focuses on helping individuals and families navigate their financial journeys and build a secure legacy. With exclusive rewards and product benefits, such as higher savings rates and access to lending discounts, Citizens Wealth Management aims to enhance the wealth management experience for its clients. The firm prioritizes understanding and adapting to clients' needs while providing comprehensive financial solutions for every stage of life. Generated from the website

Citizens Securities, Inc. is a financial advisory firm located in Brookline, MA, offering comprehensive financial planning services to individuals and families. With a dedicated team of professionals, including certified financial planners, they provide personalized guidance and support to help clients navigate their financial journey and achieve their goals. Citizens Private ClientTM, their flagship offering, focuses on creating a collaborative and comprehensive financial plan tailored to each client's unique situation. Through their exclusive rewards program, CitizensPlusTM, clients can enjoy premium benefits such as investment matching, higher savings rates, special lending discounts, and more. With multiple locations in the area, including Harvard and Coolidge Corner, Citizens Securities, Inc. is committed to providing trusted advice and exceptional service to their clients.Generated from the website