Matthew Spirko
Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, providing a range of investment products and financial strategies to individuals and businesses. Affiliated with Citizens Bank N.A., the firm emphasizes investment risk awareness, highlighting that strategies and products are subject to potential loss of principal invested.
In addition to securities and investment advisory services, Citizens Securities Inc. collaborates with Clarfeld Financial Advisors LLC to offer comprehensive financial planning. Both firms operate under the larger umbrella of Citizens, ensuring clients receive tailored financial solutions while managing their investment risk effectively.
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