Dan Estes

Private Client Financial Advisor
Citizens Wealth Management
Request An Appointment
daniel.j.estes@citizenssecurities.com
(401) 282-1830

Philosophy

No matter what stage of life you’re in, you have important financial questions. Finding the right answers can be a complex and time-consuming journey. Citizens Private ClientTM1 can help you navigate that journey – and your financial future. With a dedicated advisory team made up of your relationship manager, your advisor, and a supporting team of qualified specialists, we can guide you in creating a comprehensive financial plan aligned to your unique situation and work with you to adjust that plan as your life changes along the way. Our process is collaborative and comprehensive, focused on the needs and goals of you, your family, and your legacy.

LOCATIONS

SERVICES AND SOLUTIONS

  • Advice From A Team You Can Trust

    A dedicated team of professionals will guide you through your financial journey. Plus, you’ll receive tailored advice from your team of knowledgeable professionals committed to understanding the needs and goals of you and your family.

  • Custom Financial Planning

    Financial planning will be at the heart of your Citizens Private Client relationship. A team of advisors, a CERTIFIED FINANCIAL PLANNERTM professional,1 and other specialists will work closely with you to design a truly personal approach to your finances. And you’ll continue to receive individualized support to adjust your plan as your life evolves.

  • Exclusive Rewards

    Private Client also provides premium benefits through CitizensPlusTM2. You’ll enjoy an investment match, receive a higher savings rate, earn more from your cash back credit card, have access to special lending discounts, and more.3

DISCOVER ALL THE WAYS WE CAN WORK TOGETHER

Citizens Wealth Management® can help you reach your financial goals. Find the Advisory solution that works best for you.
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