Nicholas Pirrotta

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. Generated from the website

Clarfeld Citizens Private Wealth is a division of Citizens Bank, N.A. that offers comprehensive financial planning, investment advisory, and trust services to high-net-worth individuals and families. With a team of experienced Wealth Advisors, they provide personalized solutions to manage, preserve, and pass on wealth, including retirement planning, insurance asset planning, tax planning, and charitable giving advisement. As part of Citizens Bank, N.A., Clarfeld Citizens Private Wealth also offers banking and lending services, as well as institutional services for complex custodial arrangements. Their focus is on maximizing long-term investment returns and safeguarding the integrity and foundation of each family, providing innovative solutions tailored to the unique needs of their clients.Generated from the website

Gianni Difroscia, a Private Wealth Advisor at Citizens Private Client in Tarrytown, NY, offers a comprehensive range of financial services tailored to meet the unique needs of individuals and families. With a dedicated advisory team, he guides clients through financial planning, investment management, insurance strategies, retirement planning, and more, ensuring a collaborative approach to navigating their financial journeys. Specializing in multi-family office services and charitable giving strategies, Gianni is committed to helping clients protect their assets and maximize their legacies for future generations. His focus on personalized service allows for adaptable financial solutions that evolve as clients' lives change, ultimately aligning with their long-term goals and values. Generated from the website