Lisa Abdel-Samed is a Private Client Financial Advisor situated in East Hampton, CT. Their mission revolves around assisting individuals at every life stage in addressing crucial financial queries. The dedicated advisory team at Citizens Private Client TM1, comprising a relationship manager, advisor, and specialist support, collaborates with clients to craft a tailored financial plan that adapts with life changes.
Client relationships are at the core of Lisa Abdel-Samed's services, with a focus on creating comprehensive financial plans aligned with each client's unique circumstances. The team, including a CERTIFIED FINANCIAL PLANNER TM professional, ensures a personalized approach to financial planning. Additionally, clients enjoy exclusive benefits through CitizensPlus TM2, offering premium perks like higher savings rates and special lending discounts.
Citizens Wealth Management® at Lisa Abdel-Samed strives to help clients achieve their financial aspirations through a range of advisory solutions. Their comprehensive and collaborative process is designed to meet the individual needs and goals of clients, their families, and their legacy, ensuring a supportive and tailored financial journey.
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