Case Group

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, affiliated with Citizens Bank N.A., providing a range of investment advisory services and insurance products. It operates under the regulatory oversight of FINRA and SIPC, ensuring compliance and investor protection. In conjunction with Clarfeld Financial Advisors LLC, Citizens Securities offers strategies tailored to individual financial goals, risk tolerances, and time horizons. The firm underscores that investments are subject to risk, including potential loss of principal, and emphasizes the importance of sound investment decision-making. Generated from the website

Dan Faris is a dedicated financial advisor at Citizens Wealth Management in South Burlington, Vermont, specializing in comprehensive financial planning tailored to individual client needs. With a collaborative advisory team, he guides clients through their financial journeys, ensuring their plans evolve as their life circumstances change. Citizens Wealth Management offers a range of services, including personalized financial strategies and exclusive rewards through the Citizens Plus program. The firm is committed to understanding the unique goals of each client and providing ongoing support to help them achieve their financial aspirations. Generated from the website