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 Supermarket Branch, Orchard Park TopsGet Directions3201 Southwestern BlvdOrchard Park
, New York 14127US - Citizens Supermarket Branch, Springville TopsGet Directions184 S Cascade DrSpringville
, New York 14141US - Citizens, HamburgGet Directions5469 Camp RoadHamburg
, New York 14075US - Citizens Supermarket Branch, South Park TopsGet Directions6150 S Park AveHamburg
, New York 14075US - Citizens Supermarket Branch, Harlem TopsGet Directions800 Harlem RdWest Seneca
, New York 14224US - Citizens Supermarket Branch, McKinley TopsGet Directions4250 McKinley PkwyHamburg
, New York 14075US - Citizens, West SenecaGet Directions1251 Union RdWest Seneca
, New York 14224US
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.