Paul Bernardi
Citizens Securities Inc., a member of FINRA and SIPC, offers a range of investment and insurance products through its affiliates, including Clarfeld Financial Advisors LLC. The firm is dedicated to providing tailored financial advisory services, with an emphasis on understanding individual client goals, investment risks, and strategies.
As part of Citizens Bank N.A., Citizens Securities Inc. operates within a comprehensive financial framework, offering advisory services, managed accounts, and various banking products. Clients are advised that investment decisions involve risks, including the potential loss of principal, and are encouraged to carefully consider their individual objectives and time horizons.
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