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Citizens Securities Inc. is a registered broker-dealer and SEC registered investment adviser, offering a range of securities, insurance products, and investment advisory services through its affiliations with Citizens Bank N.A. and Clarfeld Financial Advisors LLC. The firm emphasizes the importance of individualized investment strategies tailored to each client's goals, risk tolerance, and time horizon. As a member of FINRA and SIPC, Citizens Securities Inc. ensures compliance with regulatory standards while providing clients with access to a variety of financial products and services. Its offerings include managed accounts, digital advisory programs, and various financial planning resources, all subject to investment risk and possible loss of principal. Generated from the website

Clarfeld Citizens Private Wealth, a division of Citizens Bank, N.A., provides comprehensive financial planning and investment advisory services to high-net-worth clients and multi-family offices with over $3 million in investable assets. Their team of experienced Wealth Advisors offers personalized guidance in areas such as cash flow evaluation, tax minimization strategies, trust advisory services, and charitable giving advisement, with a core focus on maximizing long-term investment returns and safeguarding the integrity of each family's wealth. With a commitment to integrated banking and investing, Clarfeld Citizens Private Wealth offers a range of solutions including insurance asset planning, retirement planning, investment advice, banking and lending services, trust and estate planning, tax planning, and institutional services. Their expertise and innovative approach cater to the complex needs of high-net-worth individuals, families, and private foundations, ensuring that clients can stay on target with their financial goals and secure a prosperous future.Generated from the website

Peter Nrekic is a Private Client Financial Advisor at Citizens Wealth Management in White Plains, NY, specializing in comprehensive financial planning tailored to individual client needs. With a dedicated advisory team, he guides clients through their financial journeys, ensuring their plans evolve as their life circumstances change. Citizens Wealth Management offers a collaborative approach to financial advice, featuring a team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ specialists. Clients benefit from personalized support and exclusive rewards, such as higher savings rates and access to special lending discounts, enhancing their overall financial experience. Generated from the website