Greg Walsh
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Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a range of investment advisory services and securities insurance products while emphasizing the importance of individual investment risk and financial goals. The company operates as an affiliate of Citizens Bank N.A., ensuring comprehensive financial solutions through various programs, including managed accounts and digital advisory services.
In addition to investment services, Citizens Securities Inc. and Clarfeld Financial Advisors LLC provide tailored financial strategies, adherent to the highest fiduciary standards. Both entities are members of FINRA and SIPC, committed to helping clients navigate their unique financial landscapes while acknowledging the inherent risks associated with investment decisions.
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