Travis Lacelle

Citizens Securities Inc., affiliated with Citizens Bank NA, offers a range of investment advisory services, including brokerage and insurance products. The firm operates as a registered broker-dealer and investment adviser, providing personalized financial strategies catering to individual client goals and risk tolerances.

Citizens Securities Inc. and its affiliate, Clarfeld Financial Advisors LLC, focus on delivering comprehensive wealth management solutions while adhering to strict fiduciary standards. The services provided involve an inherent investment risk, including the possibility of loss of principal, and are distinct from traditional banking products.

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