Suzanne Saville

Param Singh is a dedicated financial advisor at Citizens Wealth Management in Needham, MA, specializing in comprehensive financial planning tailored to the unique needs of individuals and families. With a collaborative advisory team, they guide clients through their financial journeys, ensuring that plans are adaptable as life circumstances change. Citizens Wealth Management offers a range of services, including personalized financial advice, access to exclusive rewards, and a commitment to understanding clients' goals and legacies. Their approach emphasizes individualized support and the importance of aligning financial strategies with personal aspirations, all while navigating the complexities of investment risk. Generated from the website

Joe Montumer is a Private Client Relationship Manager at Citizens Private Client in Wellesley, Massachusetts, where he leads a dedicated advisory team focused on providing comprehensive financial planning tailored to the unique needs and goals of clients and their families. The firm emphasizes a collaborative approach, ensuring that financial strategies evolve alongside clients' life changes. Citizens Private Client offers a range of services, including personalized financial advice from a team of knowledgeable professionals, and exclusive rewards through Citizens Plus, which enhances clients' financial benefits. The firm is committed to guiding clients through their financial journeys while prioritizing their long-term success and legacy. Generated from the website

Val Gutnik is a Private Client Relationship Manager at Citizens Private Client, offering a collaborative and comprehensive approach to financial planning tailored to individual needs and goals. With a dedicated team of qualified specialists, the firm guides clients through the complexities of financial decision-making to help secure their financial futures. Citizens Private Client provides exclusive rewards and premium benefits through their Citizens Plus program, alongside personalized financial advice from certified professionals. Clients receive ongoing support to adjust their financial plans as personal circumstances evolve, ensuring their strategies remain aligned with their life changes. Generated from the website