David Loughlin

Citizens Securities Inc. and Clarfeld Financial Advisors LLC are affiliates of Citizens Bank N.A., providing a range of financial services including investment advisory and brokerage services. Both firms are members of FINRA and SIPC, ensuring adherence to regulatory standards and offering clients a sense of security in their financial dealings.

Investment products and strategies offered by these firms are subject to various risks, including the potential loss of the principal amount invested. Clients are encouraged to base their investment decisions on individual goals, time horizons, and risk tolerance, as there are no guarantees of successful outcomes.

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