Matthew Ruffalo
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Citizens Securities Inc. is a registered broker-dealer and SEC registered investment adviser, offering a range of securities, insurance products, and investment advisory services through its affiliations with Citizens Bank N.A. and Clarfeld Financial Advisors LLC. The firm emphasizes the importance of individualized investment strategies tailored to each client's goals, risk tolerance, and time horizon.
As a member of FINRA and SIPC, Citizens Securities Inc. ensures compliance with regulatory standards while providing clients with access to a variety of financial products and services. Its offerings include managed accounts, digital advisory programs, and various financial planning resources, all subject to investment risk and possible loss of principal.
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