David Smith

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248 Middlesex Tpke
Burlington, MA 01803

Citizens Securities Inc., a member of FINRA and SIPC, is a registered broker-dealer and investment adviser affiliated with Citizens Bank NA. They offer a range of investment products and financial advisory services, all subject to investment risk, including possible loss of principal.

Alongside Citizens Securities Inc., Clarfeld Financial Advisors LLC provides additional investment advisory services. Both firms emphasize the importance of personalized investment strategies based on individual goals, time horizons, and risk tolerance.

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