Jason E Smith CPA

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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

Location (or Branch) closing July 2021.