Steven Dias

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, affiliated with Citizens Bank N.A., offering a range of securities insurance products and investment advisory services. The firm emphasizes that investment decisions should align with individual goals, risk tolerance, and time horizons, while acknowledging the inherent risks associated with investment products.

Additionally, Clarfeld Financial Advisors LLC operates as an SEC-registered investment adviser under the Citizens umbrella, providing comprehensive financial strategies. Both entities highlight that investments may lose value and are not insured by the FDIC or guaranteed by the bank, ensuring clients are informed about the potential risks involved.

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