Stoneridge Partners

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a wide range of investment advisory services and securities insurance products. As an affiliate of Citizens Bank N.A., the firm is a member of FINRA and SIPC, ensuring compliance with industry standards and investor protection. In addition to investment services, Citizens Securities Inc. collaborates with Clarfeld Financial Advisors LLC to provide clients with tailored financial strategies and wealth management solutions. The company emphasizes that investments carry risks, including potential loss of principal, and that decisions should align with individual goals and risk tolerance. Generated from the website

Leanna Stum serves as a Private Client Relationship Manager at Citizens Private Client, where she is dedicated to guiding clients through their financial journeys. With a collaborative team approach, Citizens Private Client focuses on creating comprehensive financial plans tailored to the unique needs and goals of individuals and families. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, ensuring clients receive personalized support as their financial situations evolve. The firm emphasizes a commitment to understanding each client's aspirations while providing access to a team of knowledgeable professionals. Generated from the website

Preston Christian is a private client financial advisor located in Exton, PA. They offer comprehensive financial planning services, tailored to the unique needs and goals of their clients. With a dedicated team of professionals, including advisors and specialists, they guide individuals and families through their financial journey, helping them create a solid financial plan and adjust it as their life evolves. Preston Christian also provides exclusive rewards through their CitizensPlus program, offering benefits such as investment matches, higher savings rates, special lending discounts, and more. With multiple locations in Exton, Downingtown, and Phoenixville, Preston Christian is committed to providing trusted advice and personalized solutions to help clients reach their financial goals. Their collaborative and comprehensive approach ensures that clients receive the support and guidance they need to navigate the complexities of their financial future, ensuring a secure legacy for themselves and their families.Generated from the website