Bill Kern

Citizens Securities Inc., a member of FINRA and SIPC, offers a range of investment products and advisory services, differing from traditional banking products. Its services are provided through various affiliates, including Clarfeld Financial Advisors LLC, ensuring a comprehensive approach to wealth management.

Investment strategies suggested by Citizens are tailored to individual goals and risk tolerances, with a clear emphasis on potential investment risks, including possible loss of principal. Furthermore, mortgage origination services are provided by Citizens Bank N.A., reinforcing the company's commitment to a wide array of financial solutions.

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