Obed Daphnis

Citizens Wealth Management provides personalized financial advisory services tailored to the unique needs of individuals and families at every stage of life. With a dedicated team of professionals, including CERTIFIED FINANCIAL PLANNER™ specialists, they focus on developing comprehensive financial plans that can evolve as clients' circumstances change. Clients benefit from a collaborative approach to financial planning, which includes exclusive rewards and products, alongside ongoing support to help them stay aligned with their financial goals. As a part of Citizens Bank N.A., Citizens Wealth Management is committed to navigating the complexities of investment and wealth management for its clients. Generated from the website

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a range of investment advisory services and insurance products. As an affiliate of Citizens Bank NA, they provide tailored financial strategies while emphasizing the importance of individual goals, time horizons, and risk tolerance in investment decisions. The firm operates under the regulatory oversight of FINRA and SIPC, ensuring compliance and protection for their clients. Their services include managed accounts and digital advisory programs, all subject to investment risk, including the potential loss of principal invested. Generated from the website

Citizens Wealth Management, part of Citizens Bank N.A., offers tailored financial planning services to help clients navigate their financial journeys. With a dedicated advisory team and a focus on creating personalized solutions, they assist individuals and families in aligning their financial goals with their unique life situations. The firm provides exclusive rewards and individualized support through a collaborative and comprehensive approach. Clients benefit from the expertise of CERTIFIED FINANCIAL PLANNER™ professionals and are guided through various financial strategies to adapt as their needs evolve over time. Generated from the website