Adam Baker
3401 Richmond Rd
Beachwood, OH 44122
Citizens Securities Inc., a member of FINRA and SIPC, offers a range of investment advisory and brokerage services through its affiliates, including Clarfeld Financial Advisors LLC. As part of Citizens Bank N.A., they provide tailored financial strategies while emphasizing the importance of individual investment goals and risk tolerance.
In addition to investment services, the company also offers banking products and trust services, ensuring a comprehensive suite of financial solutions. Clients are advised that investment products are subject to risk, including potential loss of principal, and are not FDIC insured or guaranteed by the bank.
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