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9231 Chillicothe Rd
Willoughby, OH 44094
+1 (440) 497-1742
https://fa.citizensbank.com
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Citizens
Charter One Bank
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Travis Lichtenfeld
Citizens Securities, Inc. is a financial advisory firm located in Willoughby, OH, offering comprehensive financial planning services to individuals and families at all stages of life. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide personalized guidance in creating a comprehensive financial plan tailored to each client's unique situation and goals. Their collaborative and comprehensive approach ensures that clients receive the support they need to navigate their financial journey and make adjustments as their life evolves. Citizens Private Client, a division of Citizens Securities, Inc., offers exclusive benefits through their CitizensPlus program, including investment matches, higher savings rates, cash back credit card rewards, and special lending discounts. Their commitment to understanding the needs and goals of their clients, combined with their expertise in financial planning, makes Citizens Securities, Inc. a trusted partner in helping individuals and families achieve their financial goals.Generated from the website
Legal and tax services
Abigail Cleis
Abigail Cleis serves as a Private Client Relationship Manager at Citizens Private Client, located in Willoughby, Ohio. The firm offers a collaborative and comprehensive approach to financial planning, tailored to the unique needs and goals of clients and their families. With a dedicated advisory team, Citizens Private Client provides personalized financial strategies and ongoing support to help clients navigate their financial journeys. The firm also offers exclusive rewards and benefits through its Citizens Plus program, enhancing the overall client experience. Generated from the website
Legal and tax services
Dan Duric
Dan Duric is a private client financial advisor with Citizens Wealth Management, located in Mentor, Ohio. He leads a dedicated advisory team that collaborates with clients to create comprehensive financial plans tailored to their unique situations and evolving life circumstances. Citizens Wealth Management emphasizes personalized financial planning, offering clients access to a team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ specialists. The firm also provides exclusive rewards and benefits, enhancing the overall financial journey for individuals and families seeking to achieve their financial goals. Generated from the website
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Ethan Wrenn