Brian Makey

Citizens Securities, Inc. is a financial advisory firm located in East Aurora, NY. They offer comprehensive financial planning services, tailored to the unique needs and goals of their clients. With a dedicated team of professionals, including advisors and specialists, they guide individuals and families through their financial journey, helping them create a solid financial plan and adjust it as their life evolves. Citizens Securities, Inc. also provides exclusive rewards through their CitizensPlus program, offering benefits such as investment matches, higher savings rates, special lending discounts, and more. With multiple locations in East Aurora and Williamsville, New York, Citizens Securities, Inc. is committed to providing trusted advice and personalized solutions to help clients reach their financial goals. Their team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, work closely with clients to design a truly personal approach to their finances. Whether clients are looking for custom financial planning, investment management, or other wealth management services, Citizens Securities, Inc. offers a collaborative and comprehensive process to ensure their clients' financial well-being.Generated from the website

At Fieldstone Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the East Aurora, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Citizens Securities Inc., a member of FINRA and SIPC, operates as a registered broker-dealer and SEC-registered investment adviser, offering a range of financial services including investment advisory and securities brokerage. The firm, along with its affiliate Clarfeld Financial Advisors LLC, specializes in tailored financial strategies while emphasizing the importance of risk awareness and individual investment goals. As part of Citizens Bank N.A., Citizens Securities Inc. provides diverse investment products and services, which are distinct from traditional banking offerings. Clients are informed that these investment products are subject to risks, including potential loss of principal, and are not insured by the FDIC or guaranteed by the bank. Generated from the website