Financial Statement

Select services available at Fidelity Investor CentersWe have placed secure drop boxes at Fidelity Investor Center locations for the following services that cannot be completed digitally or by phone:Paper check deposits with account number marked clearly on the checkNew account paper applications Completed paperwork Instructions for using the secure drop box will be posted on the Investor Center door. Also, please note that we cannot accept stock certificates at our Investor Centers.

Bill Ford, a Private Wealth Advisor at Citizens Private Wealth in Chestnut Hill, MA, brings over 20 years of experience in investment management, financial planning, and trust and estate planning to high-net-worth individuals, families, and foundations. As a Certified Wealth Strategist (CWS) with an MBA in Finance, he specializes in crafting innovative solutions to address the complex financial needs of his clients. The firm focuses on maximizing long-term investment returns and providing comprehensive services, including financial and retirement planning, investment advice, and tax planning. Their dedicated team is committed to safeguarding clients' wealth while facilitating charitable giving and facilitating the responsible management of assets for future generations. Generated from the website

Citizens Securities Inc., a member of FINRA and SIPC, operates as a registered broker-dealer and investment adviser, providing a range of investment and insurance products while adhering to rigorous industry standards. The company is affiliated with Citizens Bank N.A., ensuring a comprehensive suite of financial services, including managed accounts and digital advisory programs. In partnership with Clarfeld Financial Advisors LLC, Citizens offers personalized financial strategies tailored to individual goals and risk tolerance. Their commitment to transparency and client education is evident through various disclosures and resources designed to help clients navigate their financial journeys. Generated from the website