Robert Windhausen

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, committed to providing a range of financial services, including investment advisory and securities brokerage, while ensuring compliance with industry standards as a member of FINRA and SIPC. The company, alongside its affiliate Clarfeld Financial Advisors LLC, offers tailored financial strategies and investment products, acknowledging the inherent risks associated with investments and the potential for loss of principal. As a division of Citizens Bank N.A., Citizens Securities emphasizes the importance of personalized financial planning, aligning investment decisions with individual goals, time horizons, and risk tolerances. With a focus on transparency, the firm provides comprehensive disclosures to clients regarding its services and the associated investment risks. Generated from the website

To help as many people as possible prepare for the unexpected and to celebrate with them when life goes right.