Kyle O'Connor - Mortgage Loan Officer

Citizens Securities Inc., a registered broker-dealer and SEC-registered investment adviser, offers a range of investment products and financial strategies tailored to individual client goals. As an affiliate of Citizens Bank N.A., the company provides securities insurance brokerage services and investment advisory services while ensuring compliance with FINRA and SIPC regulations. Additionally, Clarfeld Financial Advisors LLC serves as another affiliate, offering further investment advisory services to clients. Citizens Wealth Management, operating under certain instances as Citizens Private Wealth, is dedicated to helping clients navigate their financial journeys while emphasizing the importance of understanding investment risks and personal financial objectives. Generated from the website

RMJR Tax and Accounting is a boutique firm based in the Rittenhouse Square neighborhood of Philadelphia, PA that provides tax preparation and cloud accounting services to our customers.

As a Registered Investment Adviser (RIA), we specialize in delivering personalized financial guidance that empowers you to preserve and grow your wealth, freeing you to focus on what truly matters. We are fiduciaries, meaning your financial success is our sole priority. We tailor every strategy to your unique goals, actively monitoring and adapting to optimize your portfolio's performance. At Carnegie, you won't encounter hidden fees, commissioned sales, or products that serve anyone but you.