Edward Jones

Heather Barr serves as a Private Client Relationship Manager at Citizens Private Client in Allison Park, PA, where she leads a dedicated advisory team to assist clients in navigating their financial journeys. The firm emphasizes a collaborative approach to financial planning, tailoring strategies to align with the unique needs and goals of each client and their families. Citizens Private Client offers a comprehensive suite of services, including custom financial planning and exclusive rewards through Citizens Plus, designed to enhance clients' financial experiences. With a focus on individualized support, the team is committed to helping clients adjust their financial plans as their life circumstances evolve. Generated from the website

Zachary Dorste is a Private Client Financial Advisor at Citizens Securities, Inc. located in Allison Park, PA. With a dedicated team of professionals, Zachary provides tailored financial planning services to help clients navigate their financial journey and achieve their unique goals. Citizens Private ClientTM, offered by Zachary Dorste, is a comprehensive financial planning service that focuses on the needs and goals of individuals, families, and legacies. Clients can expect personalized advice, collaborative support, and exclusive benefits through CitizensPlusTM, such as investment matches, higher savings rates, and special lending discounts.Generated from the website

Citizens Securities, Inc., located in Allison Park, Pennsylvania, is a trusted financial advisory firm offering personalized solutions to individuals at every stage of life. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide comprehensive financial planning services tailored to the unique needs and goals of their clients and their families. Their collaborative approach ensures that clients receive the guidance and support necessary to navigate their financial journey and secure their financial future. Citizens Private Client, a division of Citizens Securities, Inc., goes beyond traditional financial planning by offering exclusive rewards through their CitizensPlus program. Clients can enjoy benefits such as investment matches, higher savings rates, cash back credit card rewards, and special lending discounts. With a focus on building long-term relationships, Citizens Securities, Inc. is committed to helping individuals achieve their financial goals and create a lasting legacy.Generated from the website