Kimberly Elliott

Citizens Securities Inc. and Clarfeld Financial Advisors LLC, affiliates of Citizens Bank N.A., provide a range of investment advisory services and financial strategies tailored to individual client goals and risk tolerance. Both firms are members of FINRA and SIPC, ensuring a commitment to client security and investment integrity. Their offerings include managed accounts, digital advisory programs, and a variety of securities and insurance products, all of which are subject to investment risks, including potential loss of principal. Citizens Wealth Management, operating under the Citizens Private Wealth division, further enhances the suite of services available to clients seeking comprehensive financial solutions. Generated from the website

Citizens Private ClientTM is a financial advisory service based in New Rochelle, NY, offering comprehensive financial planning and personalized solutions to individuals and families. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide guidance in creating a tailored financial plan aligned with clients' unique needs and goals, adjusting it as their life circumstances change. Citizens Private ClientTM also offers exclusive benefits through CitizensPlusTM, including investment matching, higher savings rates, cash back credit card rewards, and special lending discounts, among others. Their collaborative and comprehensive approach ensures that clients receive trusted advice and support throughout their financial journey.Generated from the website