Benjamin Phan is a Private Client Relationship Manager at Citizens Private Client in Waltham, MA. With a dedicated advisory team, Benjamin helps clients navigate their financial journey by creating comprehensive financial plans aligned to their unique situations and adjusting those plans as their lives change.
Citizens Private Client offers a range of services and solutions, including tailored financial planning, advice from a team of professionals, and exclusive rewards through CitizensPlus. Clients can trust Benjamin and his team to provide personalized support and guidance to help them reach their financial goals.
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