Juan Espinosa, Citizens Securities, Inc
Citizens Securities, Inc. is a registered broker-dealer and SEC-registered investment adviser based in Great Neck, NY, offering personalized financial solutions through Citizens Wealth Management. With a team of experienced professionals, the firm focuses on creating comprehensive financial plans tailored to meet the unique needs and goals of individuals and their families.
Clients benefit from a dedicated advisory team, which includes relationship managers, CERTIFIED FINANCIAL PLANNER™ professionals, and specialized support staff. Citizens Securities, Inc. provides a range of financial services, emphasizing collaboration and continual adjustment of financial strategies as clients' lives evolve.
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