Juan Espinosa is a Private Client Financial Advisor based in Great Neck, NY, offering tailored financial planning services through Citizens Wealth Management. Their dedicated team of professionals is committed to understanding the unique needs and goals of each client, guiding them through their financial journey with personalized advice and support.
The focus at Juan Espinosa is on creating comprehensive financial plans aligned to individual situations, with a collaborative and inclusive process that evolves as clients' lives change. With a team of advisors, a CERTIFIED FINANCIAL PLANNER TM professional, and other specialists, clients can expect a truly personal approach to managing their finances.
Clients at Juan Espinosa also benefit from premium rewards through CitizensPlus TM, including higher savings rates, increased cash back rewards, special lending discounts, and more. Citizens Wealth Management® strives to help individuals reach their financial goals by providing a range of advisory solutions designed to meet their unique needs.
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