Casey Roberts - Mortgage Loan Officer

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, affiliated with Citizens Bank N.A., and offers investment advisory services, securities insurance products, and managed account programs. The firm is a member of FINRA and SIPC, ensuring compliance and security for its clients' investments. Additionally, Clarfeld Financial Advisors LLC, another affiliate, provides investment advisory services, while Estate Preservation Services LLC offers insurance products. Citizens Wealth Management operates under the Citizens brand, delivering a range of financial strategies tailored to individual goals and risk tolerance. Generated from the website

Deductions Etcetera LLC, located in Warwick, RI, serves as a vital resource for tax practitioners, offering extensive support and advocacy through the National Association of Enrolled Agents (NAEA). With a focus on professional development, continuing education, and community engagement, the company empowers enrolled agents at all stages of their careers. Through a variety of educational programs, webinars, and a member directory, Deductions Etcetera LLC connects tax experts with the tools and knowledge necessary to navigate complex tax issues. The organization also emphasizes the importance of ethics and community support within the tax profession while advocating for the interests of enrolled agents nationwide. Generated from the website