Peter Lucido

Citizens Securities Inc., a member of FINRA and SIPC, operates as a registered broker-dealer and SEC-registered investment adviser, offering a range of financial services including investment advisory and securities brokerage. The firm, along with its affiliate Clarfeld Financial Advisors LLC, specializes in tailored financial strategies while emphasizing the importance of risk awareness and individual investment goals. As part of Citizens Bank N.A., Citizens Securities Inc. provides diverse investment products and services, which are distinct from traditional banking offerings. Clients are informed that these investment products are subject to risks, including potential loss of principal, and are not insured by the FDIC or guaranteed by the bank. Generated from the website

Citizens Securities, Inc. is a financial advisory firm located in Depew, NY, offering personalized and comprehensive financial planning services. With a dedicated team of professionals, including advisors and specialists, they assist clients in creating a tailored financial plan aligned with their unique needs and goals. Their collaborative approach ensures ongoing support and adjustments as clients' lives evolve. Additionally, they provide exclusive benefits through their CitizensPlus program, including investment matches, higher savings rates, special lending discounts, and more. Citizens Securities, Inc. has multiple locations in the Buffalo, NY area, including George Urban Plaza, Hertel, Elmwood Tops, Kenmore, and Union Tops. Their services encompass custom financial planning, wealth management, and advisory solutions, with a focus on helping clients achieve their financial objectives. As a trusted and reliable partner, Citizens Securities, Inc. aims to guide individuals and families through their financial journey, providing expert advice and personalized support.Generated from the website

Citizens Securities Inc. offers a range of investment advisory services, including managed account programs and digital advisory solutions, while maintaining a commitment to compliance with regulatory standards as a member of FINRA and SIPC. The firm operates under the Citizens Financial Group umbrella, providing clients with access to various financial products and strategies that are tailored to individual investment goals and risk tolerances. In addition to investment services, Citizens Securities Inc. provides insurance products and estate preservation services through its affiliated entities, ensuring a comprehensive approach to wealth management. Clients are advised that all investments carry risks, including the potential loss of principal, and should be evaluated based on personal financial objectives and time horizons. Generated from the website