David Mello in North Smithfield, RI, offers private client relationship management services through Citizens Private Client. Their philosophy centers on assisting individuals at any life stage with complex financial questions. A dedicated advisory team, including a relationship manager, advisor, and specialists, collaborates with clients to create personalized financial plans that evolve with their changing circumstances.
Citizens Private Client emphasizes financial planning as the core of their client relationships. Clients benefit from guidance provided by a team of advisors, including a CERTIFIED FINANCIAL PLANNER™ professional, to design a tailored financial approach. Additionally, clients receive ongoing support to adjust their plans as their lives progress.
Exclusive to Citizens Private Client is their premium benefits program, CitizensPlus™. Clients enjoy perks such as higher savings rates, enhanced rewards from cash back credit cards, access to special lending discounts, and more. Through a collaborative and comprehensive process, Citizens Private Client aims to address the individualized needs and goals of clients and their families.
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