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CITIZENS INVESTMENT ADVISORS

CITIZENS INVESTMENT ADVISORS

Description

How does Citizens Investment Advisors help clients? Key Takeaways:

Citizens Investment Advisors is a renowned financial firm that provides expert investment advice to clients seeking to grow their wealth and achieve their financial goals. With a team of highly qualified and experienced advisors, Citizens Investment Advisors assists clients in making well-informed decisions regarding their finances. Here are some key takeaways on how they can help you:

  • Expert financial advice
  • Customized investment strategies
  • Personalized attention and support
  • Diversified portfolios
  • Goal-oriented approach

Facts and Insights

Citizens Investment Advisors has been in business for over 20 years and has managed to establish a strong reputation in the financial industry. The firm currently manages over $5 billion in assets and has a team of over 50 experienced advisors. Through their years of experience and expertise, they have helped numerous clients achieve their financial goals and build a secure financial future.

Assets Under Management, Number of Advisors, and Time in Business:

Assets Under Management Number of Advisors Time in Business
$5 billion 50+ 20+ years

Financial Services Offered

Citizens Investment Advisors offers a wide range of financial services to meet the ever-evolving needs of their clients. Some of the services they provide include:

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Risk management
  • Education funding

Client Types

Citizens Investment Advisors caters to a diverse group of clients, including individuals, families, businesses, and institutions. Their services are tailored to each client’s specific needs and goals, regardless of their financial status or background.

Fees & Compensation

Citizens Investment Advisors follows a transparent fee structure and is committed to ensuring that their clients fully understand the fees they are paying. The fees are based on a percentage of the assets under management and may vary depending on the type of service and the complexity of the client’s financial situation.

Background

Citizens Investment Advisors has a team of highly qualified and experienced advisors who are dedicated to providing excellent financial services to their clients. The firm is registered with the Securities and Exchange Commission (SEC) and is held to high fiduciary standards, ensuring that their clients’ best interests are always the top priority.

Financial Advisor Disclosures to Know

As a reputable financial firm, Citizens Investment Advisors is committed to maintaining transparency and keeping their clients informed. Some key disclosures that clients should be aware of include potential conflicts of interest, fees and compensation, and any disciplinary history or legal actions against the firm.

In conclusion, Citizens Investment Advisors serves as a reliable and trusted financial expert, providing clients with personalized and goal-oriented financial services. With years of experience, a diverse team of advisors, and a strong reputation in the industry, they are well-equipped to guide clients towards a secure financial future.

Company Information

Main Office

Mail Office

Other Information

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