Luke Martin - Thrivent

Citizens Securities Inc., a registered broker-dealer and SEC-registered investment adviser, operates as an affiliate of Citizens Bank N.A. offering a variety of investment products and financial strategies tailored to individual client goals and risk tolerance. The firm is a member of FINRA and SIPC, ensuring a secure and regulated environment for its clients. In conjunction with Clarfeld Financial Advisors LLC, Citizens Securities provides a range of investment advisory services, insurance products, and wealth management solutions designed to meet diverse financial needs. Both firms prioritize transparency and the well-being of clients, with a commitment to adhere to fiduciary standards in their advisory practices. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

At Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Mechanicsburg, PA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.