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Citizens Securities Inc. is a registered broker-dealer and SEC registered investment adviser, offering a variety of investment advisory and brokerage services. With a commitment to helping clients navigate their financial journeys, Citizens Securities Inc. is affiliated with Citizens Bank N.A. and adheres to stringent regulatory standards as a member of FINRA and SIPC.
Providing tailored financial strategies, the firm emphasizes the importance of aligning investment decisions with individual goals, risk tolerance, and time horizons. Clients can also access additional services through its affiliate, Clarfeld Financial Advisors LLC, enhancing the breadth of wealth management options available.
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