Antonio Lisi is a Private Client Relationship Manager at Citizens Private Client in Medford, MA. With a dedicated advisory team, Antonio helps clients navigate their financial journey by creating comprehensive financial plans tailored to their unique situations. From custom financial planning to exclusive rewards, Antonio and his team provide trusted advice and support to help clients reach their financial goals.
Citizens Private Client, located in Medford, MA, offers a collaborative and comprehensive approach to financial planning. With a team of knowledgeable professionals, including a CERTIFIED FINANCIAL PLANNER™ professional, clients receive tailored advice and support to design a personal approach to their finances. In addition, clients can enjoy premium benefits through CitizensPlusTM, including investment matches, higher savings rates, special lending discounts, and more. Whether clients are looking for financial guidance or exclusive rewards, Citizens Private Client can help them achieve their financial aspirations.
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