Patrick Grein

Lee Hurney is a Private Client Financial Advisor at Citizens Wealth Management, offering guidance for individuals at all stages of life in navigating their financial journeys. With a dedicated advisory team, including a relationship manager and qualified specialists, Hurney aids clients in creating tailored financial plans that evolve as their life circumstances change. Citizens Wealth Management emphasizes personalized financial planning and provides ongoing support to ensure clients' needs and goals are met. Their services also include exclusive product and relationship benefits, such as higher savings rates and access to special lending discounts, enhancing the overall client experience. Generated from the website

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a range of investment advisory services and insurance products. As an affiliate of Citizens Bank NA, they provide tailored financial strategies while emphasizing the importance of individual goals, time horizons, and risk tolerance in investment decisions. The firm operates under the regulatory oversight of FINRA and SIPC, ensuring compliance and protection for their clients. Their services include managed accounts and digital advisory programs, all subject to investment risk, including the potential loss of principal invested. Generated from the website

Citizens Private Client offers personalized financial advisory services designed to help individuals navigate their financial journeys at any life stage. With a dedicated team of professionals, including relationship managers and qualified specialists, the service focuses on creating comprehensive financial plans tailored to the unique needs of clients and their families. The firm emphasizes a collaborative approach to financial planning, ensuring that clients receive ongoing support as their lives and financial needs evolve. Citizens Private Client also provides exclusive benefits through CitizensPlus, including higher savings rates and special lending discounts, enhancing the overall value of their services. Generated from the website