Citizens Securities, Inc. is a financial advisory firm located in Needham, Massachusetts. They offer personalized financial planning services and guidance to individuals and families, helping them navigate their financial journey and achieve their goals. With a dedicated team of professionals, including advisors and specialists, they provide comprehensive and collaborative solutions tailored to each client's unique situation and evolving needs.
Citizens Private ClientTM, their flagship offering, focuses on creating a comprehensive financial plan aligned with the client's needs and goals. They also provide exclusive rewards through CitizensPlusTM, offering benefits such as investment matching, higher savings rates, special lending discounts, and more. With a commitment to understanding their clients' financial aspirations, Citizens Securities, Inc. aims to be a trusted partner in their clients' financial success.
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