Chad McConnell

Citizens Securities Inc., a member of FINRA and SIPC, provides a range of investment advisory services and securities brokerage offerings. As an affiliate of Citizens Bank N.A., the firm emphasizes tailored financial strategies that align with individual client goals and risk tolerance.

In addition to investment services, Citizens Securities Inc. also collaborates with Clarfeld Financial Advisors LLC to deliver comprehensive wealth management solutions. Clients can expect guidance on various financial products, while keeping in mind the inherent risks associated with investments and the absence of guarantees on investment outcomes.

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