John Hancock Financial Services

NewStar Financial, founded in 2004, focuses specially on providing customized financing solutions to mid-sized borrowers. The company offers a wide range of services, such as acquisition loans, refinancing, and project and portfolio recapitalizations. The services provided by the company also include debt financing and lending solutions. It offers a variety of loan products for automobiles, equipment, and intellectual and residential properties. The company provides commercial loans for offices, multifamily apartments and warehouses. The company s clients include business service companies, general industrial manufacturers, restaurants, retailers, value-added distributors and transportation companies. Located in Boston, the company has offices in Chicago, San Francisco, San Diego, Connecticut and South Carolina.

Citizens Securities Inc., a member of FINRA and SIPC, offers a range of investment and financial advisory services, distinguishing itself as a registered broker-dealer and SEC registered investment adviser. The company collaborates with Clarfeld Financial Advisors LLC, providing clients with tailored financial strategies while emphasizing the importance of aligning investments with individual goals and risk tolerances. As an affiliate of Citizens Bank N.A., Citizens Securities Inc. ensures that its advisory services, securities, and insurance products are subject to investment risks, including potential loss of principal. The firm maintains a focus on client education and compliance with regulatory standards, reinforcing its commitment to fiduciary responsibility in wealth management. Generated from the website