David Palmiter

Citizens Securities Inc. is a registered broker-dealer and investment adviser, providing a range of investment products and financial advisory services while being a member of FINRA and SIPC. The firm operates alongside Clarfeld Financial Advisors LLC, offering specialized investment strategies and insurance products tailored to individual client needs.

As part of Citizens Bank N.A., Citizens Securities Inc. emphasizes the importance of understanding investment risks, highlighting that securities and insurance products are not FDIC insured and may involve potential loss of principal. With a commitment to fiduciary standards and personalized client service, Citizens Wealth Management aims to align investment strategies with the unique financial goals of each client.

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