Karen Johnston

Citizens Securities Inc., a member of FINRA and SIPC, offers a range of investment and financial advisory services, distinguishing itself as a registered broker-dealer and SEC registered investment adviser. The company collaborates with Clarfeld Financial Advisors LLC, providing clients with tailored financial strategies while emphasizing the importance of aligning investments with individual goals and risk tolerances.

As an affiliate of Citizens Bank N.A., Citizens Securities Inc. ensures that its advisory services, securities, and insurance products are subject to investment risks, including potential loss of principal. The firm maintains a focus on client education and compliance with regulatory standards, reinforcing its commitment to fiduciary responsibility in wealth management.

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