Olympia Wheeler's Contact Details

Olympia Wheeler's Company Details

Citizens Securities, Inc.

Providence, Rhode Island, United States • 520 Employees
Financial Services

At Citizens Securities, Inc., we recognize that you have multiple financial goals and priorities. So we follow a disciplined approach to help develop a plan based on your current and future financial goals. Our broad array of products and services are used to build your customized portfolio, put your plan into action, and help you live the life you want to live — no matter where you are on your financial journey. Whether you're just getting started or already underway investing, a Citizens Securities, Inc. Financial Advisor can help you navigate your financial journey every step of the way. Individuals and families seek our financial guidance for many different reasons, including: • Professional investment management• Investment diversification• Risk management• Tax efficiency• Access to a wide range of investment and insurance options• Retirement Securities, Insurance and Investment Advisory Services offered through Citizens Securities, Inc. ("CSI"). CSI is an SEC registered investment adviser and Member-FINRA and SIPC. One Citizens Bank Way, JCB135, Johnston, RI 02919. CSI is an affiliate of Citizens Bank, 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.