Citizens Private Client, led by Senior Clarfeld Advisor Sean McMullen, is a dedicated advisory team based in Portsmouth, NH that offers comprehensive financial planning services tailored to the unique needs and goals of individuals and families. With a collaborative and comprehensive approach, they guide clients through the complexities of financial decision-making, helping them create a solid financial plan and adjust it as their life evolves.
With locations across New Hampshire, including Manchester, Derry, Lincoln, and Portsmouth, Citizens Private Client provides a range of services such as financial planning, investment advice, retirement planning, insurance asset planning, banking and lending solutions, trust and estate planning, and tax planning. Their goal is to assist clients in navigating their financial journey and securing their financial future.
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