Jones William

Preston Grundy is a dedicated financial advisor at Citizens Wealth Management in North Reading, MA, offering comprehensive financial planning tailored to the unique needs of clients at various life stages. With a collaborative advisory team, he guides individuals and families in creating and adjusting financial plans that align with their goals and aspirations. Citizens Wealth Management provides a range of services, including personalized financial advice and exclusive rewards, such as higher savings rates and special lending discounts. The firm emphasizes a client-focused approach, ensuring that each financial strategy is designed to adapt as clients' lives evolve. Generated from the website

Citizens Private Client in North Reading, MA, offers tailored financial services through a dedicated advisory team that includes relationship managers and certified specialists. Their collaborative approach helps clients navigate their financial journey with personalized plans that evolve alongside their life changes. In addition to customized financial planning, Citizens Private Client provides exclusive benefits, such as higher savings rates and special lending discounts through CitizensPlus. Their focus is on understanding the unique needs and goals of individuals and families, ensuring a comprehensive and client-centered wealth management experience. Generated from the website

Max Alsarraf serves as a Private Client Relationship Manager at Citizens Bank in Winchester, MA, where he focuses on helping clients navigate their financial journeys through personalized advice and comprehensive financial planning. With a dedicated advisory team, he collaborates with clients to create tailored financial strategies that evolve with their unique life circumstances. Citizens Private Client offers exclusive rewards and premium benefits, including investment matches and higher savings rates, designed to enhance clients' financial experiences. The firm emphasizes a collaborative approach, ensuring that clients receive ongoing support to meet their financial goals and legacy planning needs. Generated from the website