John Ungerman - Thrivent

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

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Limerick, PA area, Beth Wentzel will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.