Shiri Ghimire

Citizens Wealth Management offers customized financial planning services tailored to individuals and families at any stage of life. Their dedicated team combines the expertise of relationship managers, advisors, and specialists to create comprehensive financial plans that adapt as clients' needs evolve. In addition to personalized advice, Citizens Wealth Management provides exclusive rewards, including higher savings rates and access to special lending discounts, enhancing the overall client experience. Their collaborative approach ensures that financial goals and legacies are supported and achieved through a trusted advisory network. Generated from the website

Samia Elias is a Private Client Financial Advisor at Citizens Wealth Management in Medfield, MA, dedicated to guiding clients through their financial journeys. With a collaborative approach, her team focuses on creating comprehensive financial plans tailored to the unique needs and goals of individuals and families. Citizens Wealth Management offers a range of services, including custom financial planning and exclusive rewards, ensuring clients receive personalized support as their lives evolve. The advisory team, which includes CERTIFIED FINANCIAL PLANNER™ professionals, is committed to helping clients achieve their financial goals while providing ongoing adjustments to their plans. Generated from the website

Citizens Securities Inc. is a registered broker-dealer and investment adviser, providing a range of investment advisory services and securities insurance products. As part of Citizens Bank N.A., the company is affiliated with Clarfeld Financial Advisors LLC, which also offers investment advisory services, ensuring clients receive comprehensive financial support tailored to their individual goals. Citizens Wealth Management, operating under the name Citizens Private Wealth in some instances, focuses on managing client investments while prioritizing risk evaluation and individual time horizons. Investment products offered by Citizens and its affiliates are subject to market risks, including potential loss of principal, highlighting the necessity for tailored investment strategies. Generated from the website