Sam Hsiao

Citizens Private Client offers tailored financial planning and management services, designed to guide clients through the complexities of their financial journeys. With a dedicated advisory team, including personal relationship managers and qualified specialists, they create comprehensive financial plans that evolve with clients' life changes. The firm emphasizes a collaborative approach, focusing on understanding the unique needs and goals of individuals and families. Clients also benefit from exclusive rewards through CitizensPlus, which provides enhanced savings rates, cashback benefits, and special lending discounts. Generated from the website

Jonathan Ferrufino is a Private Client Financial Advisor at Citizens Wealth Management, located in Astoria, NY. He and his dedicated advisory team provide comprehensive financial planning services tailored to the unique needs and goals of individuals and families at any stage of life. Citizens Wealth Management emphasizes a collaborative approach, ensuring that clients receive personalized support as their financial situations evolve. The firm also offers exclusive rewards and benefits, enhancing the overall client experience while guiding them toward achieving their financial goals. Generated from the website

Citizens Private Client is a financial advisory service located in New York, NY. They offer comprehensive financial planning services, tailored to the unique needs and goals of their clients. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they guide individuals and families in creating a comprehensive financial plan and adjusting it as their life changes. Citizens Private Client also provides exclusive benefits through their CitizensPlus program, including investment matching, higher savings rates, special lending discounts, and more. With multiple locations throughout New York City, Citizens Private Client is committed to helping their clients reach their financial goals. Their team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, work closely with clients to design a personalized approach to their finances. Whether individuals are looking for advice on financial planning, investment strategies, or wealth management, Citizens Private Client offers a collaborative and comprehensive process to meet their needs and ensure a secure financial future.Generated from the website