Brooklyn Plans

Citizens Securities Inc. is a registered broker-dealer and investment adviser, providing a range of financial products and services, including managed and advisory accounts. As a member of FINRA and SIPC, the firm emphasizes the importance of investment risk and the need for tailored strategies that align with individual goals and risk tolerance. Affiliated with Citizens Bank N.A., Citizens Securities Inc. offers securities and insurance products, though these are distinct from traditional banking services and not insured by the FDIC. The firm's partners, including Clarfeld Financial Advisors LLC, are committed to delivering personalized financial strategies while navigating the complexities of investment management. Generated from the website

Christopher Carbone serves as a Private Client Relationship Manager at Citizens Bank in Brooklyn, NY, where he leads a dedicated advisory team focused on providing tailored financial planning and support for clients at every stage of life. The Citizens Private Client program emphasizes a collaborative approach, ensuring that financial plans are aligned with the unique goals and needs of individuals and their families. Clients benefit from a comprehensive suite of services, including personalized financial strategies and exclusive rewards through Citizens Plus, which offers premium benefits such as higher savings rates and special lending discounts. With a commitment to understanding each client's evolving financial landscape, the advisory team is equipped to adjust plans as life circumstances change. Generated from the website

GreenPath Financial Wellness is a trusted national nonprofit organization with over 60 years of experience in helping individuals achieve financial health and resiliency. The organization offers a range of services including financial counseling, debt management programs, and housing services to assist clients in managing their financial challenges. With a focus on providing free financial resources and personalized support from NFCC-certified counselors, GreenPath empowers clients to make informed decisions about their finances. Their proven approach and commitment to client confidentiality ensure a trustworthy environment for individuals seeking assistance with debt, credit, and homeownership issues. Generated from the website