Jim Clouser - Thrivent

Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.

Citizens Securities Inc., a member of FINRA and SIPC, offers a range of securities, insurance products, and investment advisory services, catering to individual financial needs. As an affiliate of Citizens Bank N.A., the company emphasizes the importance of investment risk and the consideration of each client's investment goals and tolerance for risk. In addition to their securities services, Citizens Securities Inc. collaborates with Clarfeld Financial Advisors LLC to provide comprehensive financial strategies and investment advice. The firm underscores that its products are not FDIC insured, are not bank guaranteed, and may lose value, highlighting the inherent risks involved in investing. Generated from the website

Peter Ruci serves as a Private Client Relationship Manager at Citizens Private Client in Swampscott, Massachusetts, where he is dedicated to helping clients navigate their financial journeys. With a collaborative advisory team, he focuses on creating comprehensive financial plans tailored to the unique needs and goals of individuals and families. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, ensuring clients receive personalized support as their financial situations evolve. The firm emphasizes a commitment to understanding each client's aspirations and provides access to a team of knowledgeable professionals to guide them toward achieving their financial goals. Generated from the website