Edward Jones

Citizens Private Client in Rhode Island offers individuals and families expert financial planning and advisory services tailored to their unique needs and goals. With a dedicated team of professionals including a relationship manager, a CERTIFIED FINANCIAL PLANNER™, and various specialists, clients receive comprehensive guidance to navigate their financial journey. The firm emphasizes a collaborative approach to financial management, allowing for personalized adjustments as clients' lives evolve. In addition to tailored financial advice, Citizens Private Client provides exclusive rewards through its CitizensPlus program, enhancing clients' banking and investment experiences. Generated from the website

James Cuoco is a private client financial advisor based in Cranston, RI. He is affiliated with Citizens Securities, Inc. and offers personalized financial planning services to individuals and families. With a dedicated team of professionals, including a CERTIFIED FINANCIAL PLANNER™ professional, James Cuoco helps clients navigate their financial journey and create comprehensive financial plans tailored to their unique needs and goals. Citizens Private Client, where James Cuoco is located, provides a collaborative and comprehensive approach to financial planning, focusing on the long-term needs and goals of clients and their families. They offer a range of services and solutions, including custom financial planning, exclusive rewards through CitizensPlusTM, and access to a team of knowledgeable professionals committed to understanding and meeting the financial needs of their clients.Generated from the website

King Fish Capital Investments is a financial services firm based in Warwick, RI, specializing in investment management and wealth advisory services. With a focus on personalized strategies and long-term financial planning, the firm aims to help clients achieve their financial goals through prudent investment decisions. Generated from their business information