Citizens Securities, Inc. is a financial advisory firm located in Hyannis, MA. They offer comprehensive financial planning services, tailored to the unique needs and goals of their clients. With a dedicated team of professionals, including relationship managers, 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 Private Client also provides exclusive rewards through their CitizensPlus program, offering benefits such as investment matches, higher savings rates, special lending discounts, and more.
With multiple locations in Hyannis and South Dennis, Citizens Securities, Inc. is committed to providing trusted advice and personalized solutions to help clients 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. Whether clients are looking for custom financial planning, investment management, or other wealth management services, Citizens Securities, Inc. offers a collaborative and comprehensive process focused on the needs and goals of their clients, their families, and their legacy.
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