Salvatore Mansueto

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a wide range of securities insurance products and investment advisory services. As an affiliate of Citizens Bank N.A., it provides options tailored to individual financial goals, emphasizing the importance of customized investment strategies that consider clients' risk tolerance and time horizons. Clarfeld Financial Advisors LLC, another affiliate, also specializes in investment advisory services, ensuring clients receive comprehensive financial guidance. Both firms operate under the regulatory oversight of FINRA and SIPC, underscoring their commitment to security and adherence to industry standards. Generated from the website

Bank of America in Belmont, MA, offers a comprehensive range of financial services including personal banking, credit cards, home loans, and auto loans, tailored to meet the diverse needs of individuals and businesses. The institution emphasizes convenience with services such as online and mobile banking, allowing customers to manage their finances securely and efficiently on the go. Additionally, Bank of America provides specialized services like Preferred Rewards, which offers members savings on banking fees and enhanced rewards on credit card spending. Their commitment to customer satisfaction is reflected in personalized banking solutions and resources designed to support various financial goals. Generated from the website

RMJR Tax and Accounting is a boutique firm based in Belmont, MA that provides tax preparation and cloud accounting services to our customers.