Citizens Wealth Management
Our LPL FInancial Advisors offer comprehensive financial planning assistance. Whether you're a young adult just starting your career, or a couple retiring next month, they are here to help. Simply contact Wes Alred, LPL Financial Advisor, today!
With a variety of planning options available through our LPL Financial Advisors, you can know that you are on the right track. The advisors will work with you to create a comprehensive plan, from accumulation to distributions, keeping your wealth management and retirement goals in mind at all times.
If you have any questions or would like more information on how we can assist you, contact Wes Alred, LPL Financial Advisor. He is happy to help!
Our LPL Financial Advisors know that planning for college is hard. That's why they offer access to savings plans that can make it easy for you to plan for your child's education. They can also tell you how to take advantage of financial aid and scholarship opportunities.
If you have any questions, or would like more information on planning for college, contact Wes Alred, LPL Financial Advisor. He is happy to help!
Life can take unexpected turns, and protecting your family is important. Our LPL Financial Advisors offer access to life insurance policies that can make a difference. These policies give security to your family, should anything happen. Long term care insurance is also offered to further help protect yourself and your family.
Citizens Wealth Management
LPL Financial Advisor
The LPL Financial Registered Representatives associates with this site may only discuss and/or transact securities business with residents of the following states: Alabama, Colorado, Georgia and Kentucky.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Citizens Bank & Trust and Citizens Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Citizens Wealthy Management and may also be employees of Citizens Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Citizens Bank & Trust or Citizens Wealth Management. Securities and insurance offered through LPL or its affiliates are:
*Not Insured by FDIC or Any Other Government Agency | Not Citizens Bank & Trust Guaranteed | Not Citizens Bank & Trust Deposits or Obligations | May Lose Value