
MORE ABOUT US
A Financial Advisor from Citizens Securities, Inc.℠ will work closely with you to understand your complete financial picture and develop the most appropriate plan for you and your family. Unlike most firms, we integrate both banking and investment solutions into your personalized strategy, leveraging our full array of sophisticated products and solutions in order to maximize your financial potential. Our Advisors will personally guide you every step of the way—from setting your goals and creating your portfolio to reviewing and adjusting your plan over time—and you can work with us however you choose: in person or by video, phone or online.
LOCATIONS
- Citizens, FairhavenGet Directions21 Fairhaven Commons WayFairhaven
, Massachusetts 02719US - Citizens Supermarket Branch, Rodman Stop & ShopGet Directions501 Rodman StFall River
, Massachusetts 02720US - Citizens Supermarket Branch, Faunce Corner Stop & ShopGet Directions25 Faunce Corner Mall RdDartmouth
, Massachusetts 02747US - Citizens Supermarket Branch, N Attleboro Stop & ShopGet Directions206 E Washington StNorth Attleboro
, Massachusetts 02763US - Citizens Supermarket Branch, Mayfair Stop & ShopGet Directions251 Washington StAttleboro
, Massachusetts 02703US
SERVICES AND SOLUTIONS
Financial Planning
Our Advisors develop comprehensive plans that balance your everyday and long-term financial needs with an integrated approach to banking and investing.Insurance & Asset Planning
Protect your income stream and long-term plans from life’s unexpected events with our insurance and asset protection strategies.Retirement Planning
Solutions to help you prepare for life after work, from long-term investment advice to health care strategies to insurance products, all based on your unique circumstances and individual goals.Investment Advice
Our highly skilled investment professionals can construct and manage your portfolio with the proper diversification and asset allocation to meet your unique investment objectives.
DISCOVER ALL THE WAYS WE CAN WORK TOGETHER
Citizens Wealth Management® can help you reach your financial goals. Find the Advisory solution that works best for you.