Meg Kelly

Citizens Private Client offers personalized financial guidance through a dedicated team that includes a relationship manager, advisors, and specialists. Their comprehensive approach is tailored to help clients navigate financial planning and adapt as their needs evolve throughout different stages of life. In addition to custom financial plans, Citizens Private Client provides exclusive rewards through CitizensPlus, offering premium benefits such as enhanced savings rates and special lending discounts. The service aims to align with the unique situations and goals of clients, ensuring ongoing support for their financial journeys. Generated from the website

Brandon May is a private client financial advisor at Citizens Securities, Inc. located in Wayne, PA. With a dedicated team of professionals, Brandon provides tailored financial planning services to help clients navigate their financial journey and achieve their unique goals. Citizens Private ClientTM, where Brandon is a part of, offers comprehensive financial planning solutions and exclusive rewards through CitizensPlusTM. Clients can expect personalized advice, access to qualified specialists, and a collaborative approach to creating a comprehensive financial plan aligned with their needs and goals.Generated from the website

Citizens Securities, Inc., located in Reading, PA, is a trusted financial advisory firm offering comprehensive and personalized solutions to individuals and families at every stage of life. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide expert guidance in creating a tailored financial plan aligned with each client's unique needs and goals. Their collaborative approach ensures ongoing support and adjustments to the plan as life circumstances change, helping clients navigate their financial journey with confidence. Citizens Private Client, a division of Citizens Securities, Inc., offers exclusive benefits through their CitizensPlus program, including investment matches, higher savings rates, cash back credit card rewards, and special lending discounts. With a focus on custom financial planning and a commitment to understanding the individual needs of each client, Citizens Securities, Inc. is dedicated to helping clients achieve their financial objectives and secure their legacy.Generated from the website