David Carlor

Citizens Securities, Inc. is a financial advisory firm located in Fort Lee, New Jersey. They offer comprehensive financial planning services, tailored to the unique needs and goals of their clients. With a dedicated team of professionals, including advisors and specialists, they guide individuals and families through their financial journey, helping them create a solid financial plan and adjust it as their life evolves. Citizens Private ClientTM, their flagship service, provides premium benefits and exclusive rewards through CitizensPlusTM, ensuring a personalized and rewarding experience for their clients.Generated from the website

Citizens Securities Inc. is a registered broker-dealer and investment adviser that offers a range of securities, insurance products, and investment advisory services. Affiliated with Citizens Bank NA, Citizens Securities operates under strict regulatory standards and is a member of FINRA and SIPC, ensuring client investments are safeguarded while navigating potential market risks. In addition to investment solutions, Citizens Securities collaborates with Clarfeld Financial Advisors LLC to provide comprehensive financial planning services. The company's offerings encompass managed accounts, digital advisory programs, and insurance brokerage, all designed to cater to the diverse financial goals of individuals while emphasizing the importance of suitability and risk tolerance in investment decisions. Generated from the website

Citizens Securities, Inc. is a financial advisory firm based in New York, NY, offering comprehensive financial planning services to individuals and families. With a dedicated team of professionals, including relationship managers, advisors, and specialists, they provide personalized guidance and support in creating a financial plan tailored to each client's unique needs and goals. Their collaborative approach ensures that clients receive the necessary advice and assistance to navigate their financial journey and make informed decisions for their future. Citizens Private Client, a division of Citizens Securities, Inc., also offers exclusive rewards through their CitizensPlus program, including investment matches, higher savings rates, special lending discounts, and more. With a focus on building long-term relationships, Citizens Securities, Inc. aims to help clients achieve their financial objectives and secure their legacy.Generated from the website