David Bolger

Citizens Securities, Inc. is a financial advisory firm located in Limerick, PA, offering personalized financial planning services to individuals and families. Their dedicated team of professionals, including advisors and specialists, work collaboratively with clients to create comprehensive financial plans tailored to their unique needs and goals. With a focus on long-term financial success, Citizens Securities, Inc. provides guidance and support to help clients navigate their financial journey. Citizens Securities, Inc. also offers exclusive rewards through their CitizensPlus program, providing premium benefits such as investment matches, higher savings rates, special lending discounts, and more. Their commitment to personalized service and comprehensive financial planning makes them a trusted partner in helping clients achieve their financial goals.Generated from the website

Leanna Stum serves as a Private Client Relationship Manager at Citizens Private Client, where she is dedicated to guiding clients through their financial journeys. With a collaborative team approach, Citizens Private Client focuses on creating comprehensive financial plans tailored to the unique needs and goals of individuals and families. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, ensuring clients receive personalized support as their financial situations evolve. The firm emphasizes a commitment to understanding each client's aspirations while providing access to a team of knowledgeable professionals. Generated from the website

Citizens Private Client offers personalized financial guidance through a dedicated team that includes a relationship manager, advisors, and specialists. Their comprehensive approach is tailored to help clients navigate financial planning and adapt as their needs evolve throughout different stages of life. In addition to custom financial plans, Citizens Private Client provides exclusive rewards through CitizensPlus, offering premium benefits such as enhanced savings rates and special lending discounts. The service aims to align with the unique situations and goals of clients, ensuring ongoing support for their financial journeys. Generated from the website