Citizens

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Citizens Securities, based in Philadelphia, PA, offers comprehensive financial advisory services through its Citizens Wealth Management division. With a dedicated team of professionals, including CERTIFIED FINANCIAL PLANNER™ practitioners, the firm focuses on creating personalized financial plans that adapt to clients' evolving needs and goals. In addition to tailored financial planning, Citizens Securities provides exclusive rewards and benefits, such as higher savings rates and access to special lending discounts. The firm emphasizes a collaborative approach, ensuring clients receive individualized support throughout their financial journey. Generated from the website