Lee Sheiman

Ahmed Iqbal is a Private Client Financial Advisor at Citizens Wealth Management in New Haven, Connecticut, dedicated to guiding clients through their financial journeys. With a collaborative approach, he and his advisory team work to create comprehensive financial plans tailored to the unique needs and goals of individuals and families. Citizens Wealth Management offers a range of services, including custom financial planning and exclusive rewards, ensuring clients receive personalized support as their life circumstances evolve. The firm emphasizes a commitment to understanding each client's situation, providing tailored advice from a team of knowledgeable professionals. Generated from the website

Dan Estes is a dedicated financial advisor at Citizens Wealth Management in Old Lyme, Connecticut, offering personalized financial planning services tailored to the unique needs of individuals and families. With a collaborative advisory team, they guide clients through the complexities of financial decision-making, ensuring plans are adaptable as life circumstances evolve. Citizens Wealth Management emphasizes a comprehensive approach to financial planning, featuring a team of certified professionals who provide individualized support and strategic advice. Clients benefit from exclusive rewards and tailored solutions designed to help them achieve their financial goals while navigating various stages of life. Generated from the website

Lynn Draines serves as a Private Client Relationship Manager at Citizens Private Client, offering personalized financial guidance tailored to the unique needs and goals of individuals and families. With a dedicated advisory team, they focus on creating comprehensive financial plans that evolve alongside clients' life changes. Citizens Private Client emphasizes a collaborative approach to financial planning, ensuring clients receive individualized support from a team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ specialists. Additionally, they provide exclusive rewards and benefits through the Citizens Plus program, enhancing the overall financial experience for their clients. Generated from the website