Gregory Kort

Citizens Securities Inc., a member of FINRA and SIPC, provides a range of investment advisory and brokerage services, differentiating itself from traditional banking products. The firm emphasizes the importance of aligning investment strategies with individual goals, risk tolerance, and time horizons, while also offering a variety of financial products through its affiliates, including Clarfeld Financial Advisors LLC.

With a commitment to transparency, Citizens Securities Inc. and its affiliates disclose their business practices and fiduciary responsibilities, ensuring clients are well-informed about the potential risks associated with their investment decisions. They offer comprehensive wealth management solutions that include securities insurance brokerage services, investment advisory services, and banking products, all designed to meet the diverse needs of their clients.

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