Edward Carlson

Citizens Wealth Management, led by financial advisor Steve Rockhill in Cicero, NY, offers personalized financial planning and investment strategies tailored to individual clients' needs and goals. With a dedicated advisory team that includes a CERTIFIED FINANCIAL PLANNER™ professional, clients receive comprehensive support to navigate their financial journey and adapt their plans as life circumstances evolve. In addition to customized financial guidance, Citizens Private Client services provide exclusive benefits through Citizens Plus™, including investment matches, higher savings rates, and special lending discounts. This collaborative approach ensures that families can effectively plan for their financial future while enjoying premium rewards and services designed to enhance their overall wealth management experience. Generated from the website

Baylen Marschall serves as a Private Client Relationship Manager at Citizens Bank in Fayetteville, NY, where he is dedicated to helping clients navigate their financial journeys. With a collaborative advisory team, he focuses on creating comprehensive financial plans tailored to the unique needs of individuals and families. Citizens Private Client offers a range of services, including personalized financial planning and exclusive rewards through Citizens Plus, designed to enhance clients' financial well-being. The team of knowledgeable professionals is committed to providing ongoing support and adjustments to financial strategies as clients' lives evolve. Generated from the website

Citizens Securities, Inc. is a financial advisory firm located in Cicero, 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 the plan can be adjusted as life circumstances change, helping clients navigate their financial journey with confidence. Citizens Securities, Inc. also offers exclusive benefits through their CitizensPlus program, including investment matches, higher savings rates, cash back credit card rewards, and special lending discounts. Their commitment to providing trusted advice and customized solutions makes them a reliable partner in helping clients achieve their financial objectives.Generated from the website