Tom Rafferty

Citizens Wealth Management offers comprehensive financial planning services designed to meet the unique needs of individuals at various life stages. With a dedicated team of professionals, including a CERTIFIED FINANCIAL PLANNER™, clients receive personalized advice and support to navigate their financial journey effectively. The firm emphasizes a collaborative approach, ensuring that clients' financial plans are tailored to their evolving circumstances and long-term goals. Additionally, Citizens Wealth Management provides exclusive rewards and benefits, enhancing the overall experience for those seeking to secure their financial future. Generated from the website

Kai Lackey is a Private Client Relationship Manager at Citizens Bank, specializing in guiding clients through their financial journeys. With a dedicated advisory team, they focus on creating comprehensive financial plans tailored to individual needs and goals, ensuring ongoing support as life circumstances evolve. Citizens Private Client offers a collaborative approach to financial planning, featuring a team of professionals, including CERTIFIED FINANCIAL PLANNER™ specialists. Clients benefit from exclusive rewards and premium services, designed to enhance their financial well-being and help them achieve their financial aspirations. Generated from the website

Citizens Wealth Management, operating under Citizens Bank N.A, offers a comprehensive range of financial planning and advisory services tailored to individuals and families at all stages of life. Their dedicated team, including a CERTIFIED FINANCIAL PLANNER™ professional, collaborates with clients to create customized financial plans that evolve alongside their changing needs and goals. The firm emphasizes a collaborative approach, providing not only tailored advice but also product benefits such as higher savings rates and special lending discounts. With a commitment to understanding clients' unique financial aspirations, Citizens Wealth Management strives to support and guide clients in achieving their long-term financial objectives. Generated from the website