Michael Leone

Citizens Wealth Management, part of Citizens Bank N.A., offers tailored financial planning services to help clients navigate their financial journeys. With a dedicated advisory team and a focus on creating personalized solutions, they assist individuals and families in aligning their financial goals with their unique life situations.

The firm provides exclusive rewards and individualized support through a collaborative and comprehensive approach. Clients benefit from the expertise of CERTIFIED FINANCIAL PLANNER™ professionals and are guided through various financial strategies to adapt as their needs evolve over time.

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