Seniority
Staff
Department
Finance & Accounting
Location
Rocky River
Industry
Banking
Company size
23K
Contact information
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s•••••••@citizensbank.com
Phone
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Background
About Seth Taha
I am a Financial Advisor who works with individuals and families during their accumulation, distribution and preservation phases of their financial life cycle. I specialize in retirement planning and investment planning. I focus on developing relationships with clients as part of a holistic investment planning process. With a background and experience in small-business and the financial and insurance industries, I serve an important role on my wealth management team and in the lives of my clients. Backed by a diligent supporting team and some of the most comprehensive research in the industry, I am attuned to the major life events that matter most to my clients and am prepared to advise clients on the appropriate account services and investment decisions which we agree are in their best interest.
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