Richard Fertig

Citizens Wealth Management, operated by Citizens Securities Inc., provides comprehensive financial planning and advice tailored to the unique needs of individuals and families. Their dedicated advisory team, including CERTIFIED FINANCIAL PLANNER™ professionals, collaborates with clients to develop and adjust personalized financial strategies throughout various life stages. The firm offers an array of services, including custom financial planning, investment guidance, and exclusive rewards such as higher savings rates and special lending discounts. Citizens Wealth Management emphasizes a client-focused approach, ensuring that each financial plan aligns with clients' goals and aspirations while adapting to their evolving circumstances. Generated from the website

Elisabeth Hernandez serves as a Private Client Relationship Manager at Citizens Private Client, where she is dedicated to guiding clients through their financial journeys. With a collaborative team of advisors and specialists, they create comprehensive financial plans tailored to individual needs and goals, adapting as life circumstances change. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, ensuring clients receive personalized support and premium benefits. Their commitment to understanding each client's unique situation allows for a truly personal approach to wealth management. Generated from the website

James Bolan is a Private Client Financial Advisor based in Milford, CT. They offer tailored financial advice and services through Citizens Wealth Management, emphasizing a collaborative approach to financial planning. With a dedicated team of professionals, including advisors and specialists, they assist clients in creating comprehensive financial plans aligned with their unique circumstances and evolving life goals. Citizens Private Client provides exclusive benefits through CitizensPlus, offering higher savings rates, enhanced cash back rewards, special lending discounts, and more. Their focus on custom financial planning ensures a truly personal approach to managing finances, with ongoing support to adjust plans as clients' lives change. Through a client-centered philosophy, Citizens Wealth Management helps individuals and families navigate their financial future with confidence and expertise. Generated from the website content