Joel White

Jessica Grimaldi is a Private Client Financial Advisor representing Citizens Wealth Management in Fairhaven, MA. With a dedicated advisory team, she provides comprehensive financial planning tailored to clients' unique situations, ensuring that their financial goals evolve alongside their lives. Citizens Wealth Management focuses on delivering personalized advice and support through a collaborative process. Clients benefit from exclusive rewards and products, reinforcing a commitment to navigating their financial journeys effectively. Generated from the website

Citizens Wealth Management offers personalized financial planning services, assisted by a dedicated team of professionals that includes relationship managers, advisors, and specialist support. They focus on tailoring financial solutions to meet the unique needs and goals of individuals and families throughout various life stages. In addition to providing bespoke financial advice, Citizens Wealth Management also offers exclusive rewards, such as higher savings rates and cash-back credit card options. They emphasize a collaborative process, helping clients create and adjust comprehensive financial plans to align with their changing circumstances and legacy objectives. Generated from the website