
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, GlenwoodGet Directions3835 Peach StErie
, Pennsylvania 16509US - Citizens Supermarket Branch, Harborcreek Giant EagleGet Directions4265 Buffalo RdErie
, Pennsylvania 16510US - CitizensGet Directions25 West 12th StreetErie
, Pennsylvania 16501US - Citizens - Closed, Millcreek Giant EagleGet Directions2067 Interchange RoadErie
, Pennsylvania 16509US - Citizens Supermarket Branch, Yorktown Square Giant EagleGet Directions2510 W 12th StErie
, Pennsylvania 16505US - Citizens, Oil City SouthGet Directions24 State StOil City
, Pennsylvania 16301US
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.