Joseph Russello

Lance Wilson is a Private Client Relationship Manager at Citizens Bank in Brooklyn, NY, specializing in comprehensive financial planning tailored to individual client needs. With a dedicated advisory team, he guides clients through their financial journeys, ensuring that their plans evolve as their life circumstances change. Citizens Private Client offers personalized financial advice and exclusive rewards through Citizens Plus, including premium benefits such as higher savings rates and special lending discounts. The firm emphasizes a collaborative approach, focusing on the unique goals and legacies of clients and their families. Generated from the website

Citizens Securities, Inc. is a financial advisory firm located in Brooklyn, NY, offering comprehensive financial planning services to individuals and families. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide personalized guidance in creating a financial plan tailored to each client's unique needs and goals. Their collaborative approach ensures that the plan can be adjusted as life circumstances change, helping clients navigate their financial journey with confidence. Citizens Private Client, a division of Citizens Securities, Inc., also offers exclusive rewards through their CitizensPlus program, providing benefits such as investment matching, higher savings rates, special lending discounts, and more. With a focus on building long-term relationships and delivering exceptional service, Citizens Securities, Inc. is committed to helping clients achieve their financial objectives and secure their financial future.Generated from the website

Bonnie Luo is a Private Client Relationship Manager at Citizens Private Client, based in Brooklyn, NY. The firm offers a collaborative and comprehensive approach to financial planning, providing tailored advice through a dedicated team of professionals who focus on the unique needs and goals of clients and their families. Citizens Private Client emphasizes personalized financial strategies, with support from CERTIFIED FINANCIAL PLANNER™ professionals and specialists. Clients also benefit from exclusive rewards and premium services, including investment matches and higher savings rates, designed to enhance their financial journey. Generated from the website