David Palmiter

Citizens Securities Inc., an affiliate of Citizens Bank N.A., provides a wide range of investment and financial advisory services, including managed accounts and digital advisory programs. The firm is a registered broker-dealer and investment adviser, committed to addressing individual financial goals while acknowledging the inherent risks associated with securities investments.

Additionally, Clarfeld Financial Advisors LLC, another affiliate, offers personalized investment strategies, while Estate Preservation Services LLC provides insurance products. Together, these organizations uphold high standards of financial planning and advisory services, with a focus on client-specific strategies and risk management.

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