Legal and tax services
David Visini
Citizens Private ClientTM is a financial advisory service based in Beverly, MA, offering personalized financial planning and guidance to individuals and families at every stage of life. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide comprehensive financial solutions tailored to each client's unique needs and goals. Through their collaborative and comprehensive approach, Citizens Private Client helps clients navigate their financial journey, create a comprehensive financial plan, and make adjustments as their life evolves. They also offer exclusive rewards and benefits through CitizensPlusTM, including investment matches, higher savings rates, special lending discounts, and more.Generated from the website