Kevin Valentine

Permanently closed
Call
Website
148 College St
Burlington, VT 05401
+1 (802) 557-6105
https://fa.citizensbank.com

Citizens Securities, Inc. is a financial advisory firm located in Burlington, VT, offering comprehensive financial planning services to individuals and families. With a dedicated team of professionals, including certified financial planners, they provide tailored advice and guidance to help clients navigate their financial journey and achieve their goals.

Citizens Private Client, their flagship offering, focuses on creating personalized financial plans aligned with each client's unique situation. Through their collaborative and comprehensive approach, they assist clients in adjusting their plans as their lives evolve. Additionally, clients can benefit from exclusive rewards and premium benefits through CitizensPlus, including investment matches, higher savings rates, special lending discounts, and more.

Generated from the website

Also at this address

Owner verified
See a problem?

You might also like

Chris Mingone
Legal and tax services

Chris Mingone

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
Tim Bloomer
Legal and tax services

Tim Bloomer

Timothy Bloomer is a Private Client Financial Advisor at Citizens Securities, Inc. located in Rutland, VT. With a dedicated advisory team, Timothy helps clients navigate their financial journey by creating comprehensive and personalized financial plans that align with their unique needs and goals. Citizens Private ClientTM, where Timothy is a part of, offers a range of services and solutions including custom financial planning, tailored advice from knowledgeable professionals, and exclusive rewards through CitizensPlusTM. Their collaborative and comprehensive approach focuses on the financial well-being of individuals, families, and legacies.Generated from the website
Jeffrey Moulton - Financial Advisor, Ameriprise Financial Services, LLC
Business services, nec, nec

Jeffrey Moulton - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Williston, VT area, Jeffrey Moulton will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
United States›Vermont›Burlington›Kevin Valentine

Partial Data by Infogroup (c) 2025. All rights reserved.