Leegoir Berthaud operates as a Private Client Relationship Manager in Boston, MA, offering personalized financial guidance to individuals at different stages of life. Their dedicated team, comprised of a relationship manager, advisor, and specialists, collaborates with clients to craft tailored financial plans aligned with their unique circumstances. This collaborative and comprehensive approach focuses on the individual needs, goals, and legacy of each client.
Citizens Private Client emphasizes custom financial planning as the core of their client relationships, providing a team of advisors, including a CERTIFIED FINANCIAL PLANNER™ professional, to design a personalized financial strategy. Clients receive ongoing support to adjust their plans as their lives evolve. Additionally, exclusive benefits such as higher savings rates, enhanced cash back rewards, and special lending discounts are extended to clients through the CitizensPlus™ program.
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