Annie Hoxhaj
Citizens Securities Inc., a member of FINRA and SIPC, offers a range of investment products and financial advisory services, including those provided by its affiliate Clarfeld Financial Advisors LLC. While their services include managed accounts and digital advisory programs, clients should be aware that all investments are subject to risks, including the potential loss of principal.
Citizens Wealth Management operates under Citizens Bank N.A., providing clients with customized financial strategies tailored to individual goals and risk tolerances. It is important to note that investment products offered by Citizens and its affiliates are not insured by the FDIC, are not guaranteed by the bank, and may lose value.
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