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Citizens Wealth Management is comprised of both banking and brokerage affiliated companies.
Securities, Insurance Products and Investment Advisory Services offered through Citizens Securities, Inc. ("CSI"). Citizens Securities, Inc. is an SEC registered investment advisor and Member – FINRA and SIPC. One Citizens Way, JCB135, Johnston, RI 02919. (800) 942-8300. Citizens Securities, Inc. is an affiliate of Citizens, N.A.
Please be aware that the security products offered are different from those offered by a bank and are subject to investment risk, including possible loss of principal amount invested. Citizens Securities, Inc. does not provide tax or legal advice. Please consult with a tax or legal advisor regarding your individual circ*mstances before making any decisions.
Diversification and asset allocation do not ensure a profit or guarantee against a loss.