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, MentorGet Directions8715 Mentor AveMentor
, Ohio 44060US - Citizens, KirtlandGet Directions9231 Chillicothe RdKirtland
, Ohio 44094US
SERVICES AND SOLUTIONS
Advice From A Team You Can Trust
A dedicated team of professionals will guide you through your financial journey. Plus, you’ll receive tailored advice from your team of knowledgeable professionals committed to understanding the needs and goals of you and your family.Custom Financial Planning
Financial planning will be at the heart of your Citizens Wealth Management relationship. A team of advisors, a CERTIFIED FINANCIAL PLANNERTM professional,1 and other specialists will work closely with you to design a truly personal approach to your finances. And you’ll continue to receive individualized support to adjust your plan as your life evolves.Exclusive Rewards
Your Citizens Wealth Management relationship also comes with product and relationship benefits, like a higher savings rate, cash back credit card, access to special lending discounts and more.
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.