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Travis Walls is a dedicated financial advisor at Citizens Wealth Management in Rochester, NY, specializing in comprehensive financial planning tailored to the unique needs of individuals and families. With a collaborative advisory team, they guide clients through their financial journeys, ensuring plans are adaptable as life circumstances evolve. Citizens Wealth Management offers a range of services, including personalized financial advice, exclusive rewards, and access to knowledgeable professionals committed to helping clients achieve their financial goals. Their approach emphasizes a deep understanding of clients' aspirations and legacies, fostering a long-term relationship built on trust and expertise. Generated from the website

Jesse Siegfried serves as a Private Client Relationship Manager at Citizens Private Client in Rochester, NY, where he and his dedicated advisory team assist clients in navigating their financial journeys. They focus on creating comprehensive financial plans tailored to individual needs, ensuring ongoing support as life circumstances evolve. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, designed to enhance clients' financial well-being. Their collaborative approach prioritizes understanding the unique goals of clients and their families, fostering a trusted relationship throughout the financial planning process. Generated from the website

Citizens Securities, Inc. is a financial advisory firm located in Rochester, NY. They offer comprehensive financial planning services, tailored to the unique needs and goals of their clients. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they guide individuals and families through their financial journey, helping them create a solid financial plan and adjust it as their life evolves. Citizens Private Client also provides exclusive rewards through their CitizensPlus program, offering benefits such as investment matches, higher savings rates, special lending discounts, and more. With multiple locations in Rochester and Canandaigua, Citizens Securities, Inc. is committed to providing trusted advice and personalized solutions to help clients reach their financial goals. Their team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNERTM professionals, work closely with clients to design a truly personal approach to their finances. Whether it's custom financial planning or accessing premium benefits through CitizensPlus, Citizens Securities, Inc. is dedicated to helping individuals and families navigate their financial future with confidence.Generated from the website