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Financing specialist
 : 
Gabriel DeFeo

Pawtucket, Providence

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About Gabriel DeFeo
Professional experience
Gabriel DeFeo CRC®, a highly experienced and knowledgeable professional in the financial industry, is currently serving as Senior Vice President - Financial Advisor at Citizens Private Client. With a strong background in wealth management and financial planning, Gabriel is dedicated to helping individuals and families achieve their financial goals. Based in Lincoln, Rhode Island, Gabriel brings over 25 years of industry experience to his role. As an Investment Advisor Representative at Citizens Securities, Inc., Gabriel is committed to providing personalized and comprehensive financial advice to his clients. Gabriel's expertise lies in asset and insurance protection, estate planning, financial planning, retirement planning, and tax planning services. He believes in taking a holistic approach to financial planning, considering each client's unique life circumstances and investment goals. By thoroughly understanding his clients' needs, Gabriel is able to tailor personalized strategies that align with their long-term objectives. Throughout his career, Gabriel has built a reputation for his professionalism, integrity, and dedication to client success. He prides himself on delivering exceptional customer service, earning the trust and loyalty of his clients. Gabriel understands the importance of building long-lasting relationships and strives to provide ongoing support and guidance to his clients as their financial needs evolve over time. Gabriel's educational background includes relevant industry certifications and qualifications. He holds the Certified Retirement Counselor (CRC®) designation, which demonstrates his specialized knowledge in retirement planning and ensuring a secure financial future for his clients. In addition to his professional accomplishments, Gabriel is an active member of his community. He believes in giving back and is involved in various community organizations and volunteer initiatives. If you are seeking expert guidance and comprehensive financial planning services, Gabriel DeFeo is ready to assist you. Contact Gabriel at Citizens Securities, Inc. in Pawtucket, Rhode Island, and discover how he can help you navigate the complexities of financial planning and work towards achieving your financial goals.

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Location

Pawtucket, Providence (02861)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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