Jeffrey Bendis - LPL Financial

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, Inc., located in Warrendale, Pennsylvania, is a trusted financial advisory firm offering personalized solutions to individuals at every stage of their financial journey. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide comprehensive financial planning services tailored to each client's unique needs and goals. Through their Citizens Private ClientTM program, clients receive expert guidance in creating a comprehensive financial plan and ongoing support to adjust the plan as their life evolves. Additionally, clients can enjoy exclusive benefits through CitizensPlusTM, including investment matches, higher savings rates, special lending discounts, and more. With a collaborative and client-focused approach, Citizens Securities, Inc. is committed to helping individuals and their families achieve their financial goals and secure their legacy.Generated from the website

At Axios Advisory Group/Pensionmark, we believe that "living Well" can only happen when you have the ability to align your financial decisions with your unique vision. No one wants to arrive at retirement only to realize that the experiences they envision are farther away than they expected—or worse, can't even come to fruition. With thoughtful planning, you can follow a path that helps turn your success into lasting prosperity. Today and every day, we can help you know where you stand in your financial life and the steps you need to take—so you enjoy life your way.