Joseph Wrzosek

Citizens Securities, Inc. is a financial advisory firm located in Williamsville, NY. They offer personalized financial planning services to individuals and families, helping them navigate their financial journey and achieve their goals. With a dedicated team of professionals, including advisors and specialists, they provide comprehensive and collaborative guidance to create a tailored financial plan aligned with each client's unique situation. Citizens Securities, Inc. also offers exclusive rewards through their CitizensPlus program, providing premium benefits and discounts to enhance their clients' financial experience. With multiple locations in Williamsville and Cheektowaga, New York, Citizens Securities, Inc. is committed to delivering trusted advice and exceptional service to their clients. Their team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, work closely with clients to design a personal approach to their finances and provide ongoing support to adjust their plans as life evolves. Whether clients are seeking custom financial planning, investment management, or access to exclusive benefits, Citizens Securities, Inc. offers a comprehensive range of services to help individuals and families achieve their financial goals.Generated from the website

Citizens Securities Inc., a member of FINRA and SIPC, operates as a registered broker-dealer and SEC-registered investment adviser, offering a range of financial services including investment advisory and securities brokerage. The firm, along with its affiliate Clarfeld Financial Advisors LLC, specializes in tailored financial strategies while emphasizing the importance of risk awareness and individual investment goals. As part of Citizens Bank N.A., Citizens Securities Inc. provides diverse investment products and services, which are distinct from traditional banking offerings. Clients are informed that these investment products are subject to risks, including potential loss of principal, and are not insured by the FDIC or guaranteed by the bank. Generated from the website

Citizens Private Client provides tailored financial planning and advisory services to help clients navigate their financial journeys. With a dedicated advisory team, including relationship managers and specialists, they offer comprehensive plans that adapt as clients' life circumstances change. The firm emphasizes a collaborative approach, focusing on the unique needs of individuals and families. Clients also benefit from exclusive rewards through CitizensPlus, which enhances their savings and credit opportunities. Generated from the website