Kantner Thomas A Notary

Calvin Herzer serves as a Private Client Relationship Manager at Citizens Private Client, where he leads a dedicated advisory team to assist clients in navigating their financial journeys. The firm focuses on creating comprehensive financial plans tailored to each client's unique situation, ensuring ongoing support as life circumstances evolve. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, designed to enhance clients' financial well-being. With a commitment to understanding the needs and goals of families and individuals, the firm provides personalized advice from knowledgeable professionals dedicated to client success. Generated from the website

Citizens Securities, Inc. is a financial advisory firm located in Lansdale, Pennsylvania. They offer personalized financial planning services and guidance to individuals and families at every stage of life, helping them navigate their financial journey and plan for their future. With a dedicated team of professionals, including advisors and specialists, they work collaboratively with clients to create comprehensive financial plans tailored to their unique needs and goals. Citizens Securities, Inc. also provides exclusive rewards through their CitizensPlus program, offering benefits such as investment matches, higher savings rates, cash back credit cards, and special lending discounts. Their focus is on delivering trusted advice and a personalized approach to wealth management, helping clients reach their financial goals and secure their legacy.Generated from the website