Edward Jones - Financial Advisor: Mike Gillett

Citizens Securities, Inc., located in Lancaster, PA, is a trusted financial advisory firm offering comprehensive financial planning services. With a dedicated team of professionals, including certified financial planners, they provide tailored advice and guidance to help clients navigate their financial journey and achieve their goals. Through their Citizens Private Client program, clients receive personalized support and access to exclusive benefits, such as investment matching, higher savings rates, and special lending discounts. With a collaborative and comprehensive approach, Citizens Securities, Inc. is committed to understanding the unique needs and goals of each client, ensuring a truly personalized financial plan.Generated from the website

James Fisher serves as a Private Client Relationship Manager at Citizens Bank in Lancaster, PA, where he is dedicated to guiding clients through their financial journeys. With a collaborative approach, he and his advisory team focus on creating comprehensive financial plans tailored to the unique needs and goals of each client. Citizens Private Client offers a range of services, including personalized financial planning and exclusive rewards through Citizens Plus, ensuring clients receive tailored advice and support as their financial situations evolve. The team of knowledgeable professionals is committed to understanding and addressing the financial needs of individuals and families, helping them achieve their financial goals. Generated from the website

Synergy Financial Group is a financial services firm based in Lancaster, PA, specializing in providing personalized financial planning and investment management solutions to individuals and businesses. With a focus on building long-term relationships and understanding each client's unique financial goals, Synergy Financial Group offers comprehensive financial guidance to help clients navigate their financial future with confidence. Generated from their business information