Baylen Marschall

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

Citizens Securities, Inc. is a financial advisory firm located in Oneida, New York. 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 Securities, Inc. also provides exclusive rewards through their CitizensPlus program, offering premium benefits such as investment matches, higher savings rates, special lending discounts, and more. With a focus on collaboration and a commitment to understanding their clients' needs, Citizens Securities, Inc. aims to provide trusted advice and personalized solutions to help individuals and families reach their financial goals. Their team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNERTM professionals, work closely with clients to design a truly personal approach to their finances, ensuring that their financial plan aligns with their unique situation and aspirations. Whether clients are just starting their financial journey or planning for their legacy, Citizens Securities, Inc. offers the expertise and support needed to navigate the complexities of financial planning.Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.