Michelle Mercier
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Citizens Securities Inc., a member of FINRA and SIPC, offers a range of financial and investment services, including managed accounts and digital advisory programs, through its affiliated firms. Operating under the brand name of Citizens Bank N.A., the company prioritizes client relationships and provides tailored financial strategies to meet individual goals, time horizons, and risk tolerances.
In addition to investment advisory services, Citizens Securities Inc. and Clarfeld Financial Advisors LLC also offer securities insurance products, while adhering to rigorous standards set forth by the CFP Board. Their services, including banking products and trust services, are designed to guide clients through various investment risks and strategies.
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