Jessica Lipniskas

Lon Keeley, a Private Client Relationship Manager based in Pittsburgh, PA, specializes in guiding individuals through their financial journeys. With a dedicated advisory team, including a relationship manager, advisor, and qualified specialists, Lon Keeley offers collaborative and comprehensive financial planning services tailored to each client's unique situation. Clients can expect personalized financial planning at the core of their interaction with Lon Keeley. A team of advisors, a CERTIFIED FINANCIAL PLANNER™ professional, and other specialists collaborate closely with clients to design a bespoke approach to their finances, ensuring ongoing support for adjustments as life evolves. In addition to financial planning services, Lon Keeley provides exclusive rewards through CitizensPlus™, offering premium benefits such as higher savings rates, enhanced cash back rewards, special lending discounts, and more. Clients can rely on Lon Keeley to help them achieve their financial goals through a range of tailored services and solutions. Generated from the website content

Citizens Wealth Management, led by financial advisor Greg Walsh, offers a collaborative and comprehensive approach to financial planning tailored to the unique needs of individuals and families. With a dedicated advisory team, including certified financial planners and specialists, they assist clients in navigating their financial journeys and adjusting their plans as life circumstances evolve. The firm provides a range of services, including custom financial planning and exclusive rewards, while ensuring that clients receive personalized advice from knowledgeable professionals. Citizens Wealth Management emphasizes the importance of aligning financial strategies with clients' goals, legacies, and overall financial well-being. Generated from the website

Citizens Securities, Inc., located in Pittsburgh, Pennsylvania, is a trusted financial advisory firm offering personalized solutions to individuals at every stage of their financial journey. With a dedicated team of professionals, including certified financial planners, they provide comprehensive financial planning services tailored to each client's unique needs and goals. Clients also benefit from exclusive rewards and premium benefits through CitizensPlusTM, enhancing their overall financial experience. As a part of Citizens Wealth Management, Citizens Securities, Inc. helps clients reach their financial goals by offering a range of advisory solutions. With a collaborative and comprehensive approach, they guide clients in creating a comprehensive financial plan aligned with their individual circumstances, and provide ongoing support to adjust the plan as life evolves. With a focus on building long-term relationships, Citizens Securities, Inc. is committed to helping clients navigate their financial future with confidence.Generated from the website