Jorge Kiesel

Citizens Securities, Inc., located in Wantagh, NY, is a trusted private client financial advisory firm that offers comprehensive financial planning services. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide personalized guidance to help clients navigate their financial journey and achieve their unique goals. Through their Citizens Private ClientTM program, clients receive tailored advice and support in creating a comprehensive financial plan that evolves with their changing needs. Additionally, they offer exclusive rewards through CitizensPlusTM, including investment matches, higher savings rates, and special lending discounts, among other benefits.Generated from the website

Jason Hoffman is a Private Client Financial Advisor at Citizens Wealth Management in Melville, NY, dedicated to guiding clients through their financial journeys. With a collaborative approach, his advisory team focuses on creating comprehensive financial plans tailored to the unique needs and goals of each individual and their families. Citizens Wealth Management offers a range of services, including custom financial planning and exclusive rewards, such as higher savings rates and special lending discounts. The firm emphasizes ongoing support and adjustments to financial strategies as clients' lives evolve, ensuring alignment with their long-term objectives. Generated from the website

Erik Vasquez is a Private Client Relationship Manager at Citizens Private Client, located in Melville, NY. The firm offers a dedicated advisory team that collaborates with clients to create comprehensive financial plans tailored to their unique situations and evolving life circumstances. Citizens Private Client emphasizes personalized financial guidance, providing clients with access to a team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ specialists. Additionally, clients benefit from exclusive rewards and premium services designed to enhance their financial journey. Generated from the website