Kevin Doyle
Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a range of investment advisory services and securities insurance products. As a member of FINRA and SIPC, it operates alongside Clarfeld Financial Advisors LLC, providing clients with financial strategies tailored to their individual goals and risk tolerance.
The firm emphasizes the importance of understanding investment risks, including the possibility of principal loss, and ensures that clients receive guidance based on their unique time horizons and financial aspirations. Citizens Securities and its affiliates are committed to delivering comprehensive financial solutions while adhering to regulatory standards in the industry.
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