Citizens Securities, Inc. is a financial advisory firm located in Milford, CT, with additional branches in Branford and Orange. They offer personalized financial planning services, providing clients with a dedicated team of professionals who work closely with them to design a comprehensive financial plan tailored to their unique needs and goals. With a collaborative and comprehensive approach, Citizens Private ClientTM aims to guide individuals and families through their financial journey, adjusting the plan as life changes along the way.
Citizens Private Client also offers exclusive rewards through their CitizensPlusTM program, including investment matches, higher savings rates, cash back credit card benefits, and special lending discounts. Their team of advisors, including CERTIFIED FINANCIAL PLANNERTM professionals, ensures that clients receive tailored advice and ongoing support to help them achieve their financial goals.
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