Josephina Luczak

Citizens Securities Inc. is a registered broker-dealer and investment adviser affiliated with Citizens Bank N.A., offering a range of investment advisory services and securities products. With a focus on personalized financial strategies, the firm operates under the regulatory oversight of FINRA and SIPC, ensuring adherence to high standards within the financial industry.

Additionally, Clarfeld Financial Advisors LLC, also affiliated with Citizens Bank, provides further investment advisory services, emphasizing tailored financial planning to meet individual client needs. Both entities highlight the importance of evaluating investment risks and aligning strategies with clients' goals and risk tolerances.

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