Legal and tax services
William Walthouse
Citizens Securities, Inc. is a financial advisory firm located in East Lyme, CT, with additional locations in Niantic, CT, and Ludlow, MA. They offer personalized financial planning services through their Citizens Private ClientTM program, which includes a dedicated team of advisors and specialists who work collaboratively with clients to create comprehensive financial plans tailored to their unique needs and goals. Clients also have access to exclusive benefits through CitizensPlusTM, such as investment matching, higher savings rates, special lending discounts, and more. With a focus on collaboration and comprehensive support, Citizens Securities, Inc. aims to guide individuals and families through their financial journey, helping them navigate complex financial questions and adjust their plans as their lives evolve. Their team of knowledgeable professionals is committed to understanding the specific needs and goals of each client, ensuring a truly personalized approach to wealth management and financial success.Generated from the website