Jessica Lipniskas

Citizens Securities Inc. is a registered broker-dealer and investment adviser that offers various financial services, including investment advisory, securities products, and insurance services. As an affiliate of Citizens Bank N.A., the firm is a member of FINRA and SIPC, ensuring a level of compliance and trust within the financial industry. Additionally, Clarfeld Financial Advisors LLC, also an SEC registered investment adviser, collaborates with Citizens Securities Inc. to provide tailored financial strategies and investment opportunities. Both firms emphasize the importance of risk management and personalized investment decisions based on individual goals and circumstances. Generated from the website

Citizens Securities, Inc. is a financial advisory firm located in Carnegie, PA, offering comprehensive financial planning services to individuals and families. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide personalized guidance and support in creating a financial plan tailored to each client's unique needs and goals. Their collaborative approach ensures that the plan can be adjusted as life circumstances change, helping clients navigate their financial journey and secure their financial future. 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 delivering trusted advice and customized solutions makes them a reliable partner in helping clients reach their financial goals.Generated from the website

Clarfeld Citizens Private Wealth is a division of Citizens Bank, N.A. that offers a comprehensive range of financial services, including banking, investment advisory, insurance, and fiduciary trust services. With a focus on high-net-worth clients and multi-family offices, their team of experienced Wealth Advisors provides personalized planning and guidance to help clients manage, preserve, and pass on their wealth. From financial planning and retirement solutions to investment advice and estate planning, Clarfeld Citizens Private Wealth is dedicated to maximizing long-term investment returns and safeguarding the financial integrity of each family. As an affiliate of Citizens Bank, N.A., Clarfeld Citizens Private Wealth combines the strength and stability of a trusted financial institution with the expertise of Clarfeld Financial Advisors, LLC, an SEC registered investment adviser. Their team of specialists also offers institutional services, catering to the complex needs of institutional investors. With a commitment to providing innovative solutions and exceptional client service, Clarfeld Citizens Private Wealth is a reliable partner in helping clients achieve their financial goals.Generated from the website