Your goals are our highest priority
Citizens Securities Advisors will help you implement a disciplined process to help balance competing priorities and reach your short- and long-term financial goals.
Save and grow your money*
- Buy a home or vacation property
- Save for college
- Start a business
- Save and invest for retirement
Prepare for retirement
- Invest your retirement savings*
- Manage your retirement income
- Generational planning strategies
Protect your family
- Protect your family with term life or whole life insurance
- Ensure future college expenses are covered
- Cover future funeral expenses
Transition your wealth
- Create a comprehensive estate plan
- Minimize estate taxes
- Protect your heirs
Financial planning designed for you
Receive a personalized plan aimed at helping you save and grow your money, secure your income, protect your family, and transition your wealth.*
Clarifying goals
Creating the right approach for your personalized financial plan begins with understanding your ambitions and setting clear objectives.†
Assessing your situation
Examining where you are in life - along with where you'd like to go - will inform a plan that evolves with you and your family.†
Looking at the journey ahead
Planning involves preparing for possible "what if" scenarios so that you can be prepared for important financial decisions you might encounter in the future.†
Support your business
© Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Member FDIC
Citizens Securities, Inc. Business Continuity Plan
Citizens Securities, Inc. Quarterly Trade Execution Report
Citizens Securities, Inc. Managed Account Program Form ADV Disclosure Brochure
Citizens Securities, Inc. Digital Advisory Program Form ADV Disclosure Brochure
Clarfeld Financial Advisors, LLC Form ADV Disclosure Brochure
Fiduciary Acknowledgment Clarfeld
*All investing involves risk, including the risk of loss of principal. Investment risk exists with equity, fixed income, and other marketable securities. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
†All charts are constructed with sample data and are for example purposes only.
This content is intended for informational purposes only and should not be construed as advice. Citizens Securities, Inc. does not provide legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
The investment products and financial strategies suggested herein are subject to investment risk, including possible loss of principal amount invested. There can be no guarantee the suggested strategies or investments will lead to successful outcomes. Investment decisions should be based on each individual's goals, time horizon and tolerance for risk.
Securities, Insurance Products and Investment Advisory Services offered through CSI, or by unaffiliated members of FINRA and SIPC that provide brokerage and custody services to clients of CFA (see Form ADV for details). One Citizens Bank Way, JCB135, Johnston, RI 02919. Please be aware that the securities products offered are different from those offered by a bank and are subject to investment risk, including possible loss of principal amount invested.
Securities, Insurance Products and Investment Advisory Services are:
· NOT FDIC INSURED · NOT BANK GUARANTEED · MAY LOSE VALUE · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
