Lawrence Greenberg, a Private Client Financial Advisor in Langhorne, PA, offers tailored financial guidance through Citizens Wealth Management. The advisory team, comprising a relationship manager, an advisor, and specialized professionals, collaborates with clients to craft personalized financial plans aligned with individual circumstances. This comprehensive approach ensures adjustments to the financial strategy as life evolves.
Citizens Private Client emphasizes financial planning at its core, providing clients with a team of advisors, including a CERTIFIED FINANCIAL PLANNER™ professional, to design a unique financial approach. Clients benefit from ongoing support and personalized adjustments to their financial plans as their life situations change. Additionally, Private Client offers exclusive rewards through CitizensPlus™, including premium benefits like higher savings rates and special lending discounts.
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