James Turner
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Citizens Securities Inc., a member of FINRA and SIPC, offers a wide range of investment advisory services and financial strategies tailored to individual client goals and risk tolerances. As a registered broker-dealer and SEC registered investment adviser, they are committed to providing personalized financial guidance while emphasizing the importance of understanding the associated risks of investment products.
Affiliated with Citizens Bank N.A., Citizens Securities Inc. also collaborates with Clarfeld Financial Advisors LLC and Estate Preservation Services LLC to enhance service offerings. Their diverse portfolio includes brokerage services, trust services, and various banking products, all designed to meet clients' comprehensive financial needs.
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