Todd, Jodee

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 personalized financial planning services and guidance to individuals and families at every stage of life. With a dedicated team of professionals, including advisors and specialists, they work collaboratively to create comprehensive financial plans tailored to each client's unique needs and goals. Citizens Private ClientTM, their flagship service, provides exclusive benefits and rewards, ensuring a holistic approach to wealth management. As a trusted partner, Citizens Securities, Inc. helps clients navigate their financial journey, providing expert advice and support to adjust their plans as life evolves. Their commitment to understanding the individual circumstances of each client sets them apart, making them a reliable choice for those seeking a comprehensive and personalized approach to financial planning.Generated from the website