Citizens Wealth Management

Citizens Wealth Management
Contact Name
Bruno Cunha
Address
36 New State Hwy. MA-214
Town/City
Raynham
State
Massachusetts
ZIP Code
02767
Phone
(508) 979-1398
Website
Visit My Website
Description

Philosophy

No matter what stage of life you’re in, you have important financial questions. Finding the right answers can be a complex and time-consuming journey. Citizens Wealth Management® can help you navigate that journey – and your financial future. With a dedicated advisory team made up of your relationship manager, your advisor, and a supporting team of qualified specialists, we can guide you in creating a comprehensive financial plan aligned to your unique situation and work with you to adjust that plan as your life changes along the way. Our process is collaborative and comprehensive, focused on the needs and goals of you, your family, and your legacy.

LOCATIONS

SERVICES AND SOLUTIONS

  • Advice From A Team You Can Trust

    A dedicated team of professionals will guide you through your financial journey. Plus, you’ll receive tailored advice from your team of knowledgeable professionals committed to understanding the needs and goals of you and your family.

  • Custom Financial Planning

    Financial planning will be at the heart of your Citizens Wealth Management relationship. A team of advisors, a CERTIFIED FINANCIAL PLANNERTM professional,1 and other specialists will work closely with you to design a truly personal approach to your finances. And you’ll continue to receive individualized support to adjust your plan as your life evolves.

DISCOVER ALL THE WAYS WE CAN WORK TOGETHER

Citizens Wealth Management® can help you reach your financial goals. Find the Advisory solution that works best for you.
¹ Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of, by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. ² CitizensPlus™ benefits cannot be applied in addition to other promotional benefits or discounts that we may offer from time to time. In order to qualify or maintain CitizensPlus, you must maintain an open and active Citizens Quest® or Citizens Private Client™ Checking account. We may evaluate accounts periodically to determine qualifications and have the right to remove benefits based on failure to meet qualifications. Benefits subject to change. Please be aware that securities, insurance products, and investment advisory services offered by Citizens Securities, Inc. and Clarfeld Financial Advisors, LLC (both affiliates of Citizens Bank, N.A.) are are different from those offered by the bank and are subject to investment risk, including possible loss of principal amount invested. The investment products and financial strategies suggested herein are subject to investment risk, including possible loss of principal amount invested. There can be no guarantee the suggested strategies or investments will lead to successful outcomes. Investment decisions should be based on each individual's goals, time horizon and tolerance for risk. Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. Check the background of this firm on FINRA’s BrokerCheck.