Edward Carlson

Citizens Securities, Inc. is a financial advisory firm located in Cicero, NY, offering comprehensive financial planning services to individuals and families. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide personalized guidance and support in creating a financial plan tailored to each client's unique needs and goals. Their collaborative approach ensures that the plan can be adjusted as life circumstances change, helping clients navigate their financial journey with confidence. Citizens Securities, Inc. also offers exclusive benefits through their CitizensPlus program, including investment matches, higher savings rates, cash back credit card rewards, and special lending discounts. Their commitment to providing trusted advice and customized solutions makes them a reliable partner in helping clients achieve their financial objectives.Generated from the website

Citizens Securities, Inc. is a financial advisory firm located in Oneida, New York. 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 premium benefits such as investment matches, higher savings rates, special lending discounts, and more. With a focus on collaboration and a commitment to understanding their clients' needs, Citizens Securities, Inc. aims to provide trusted advice and personalized solutions to help individuals and families reach their financial goals. Their team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNERTM professionals, work closely with clients to design a truly personal approach to their finances, ensuring that their financial plan aligns with their unique situation and aspirations. Whether clients are just starting their financial journey or planning for their legacy, Citizens Securities, Inc. offers the expertise and support needed to navigate the complexities of financial planning.Generated from the website

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in East Syracuse is here for you, serving the areas of Syracuse, Skaneateles, Cicero and Fayetteville/Manlius. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.