Organization: Matthew Udasin – Citizens Securities, Inc.
Industry: Social Services

Description:
Although primarily a financial consultant by title, Matthew Udasin of Citizens Securities, Inc. also plays a role in supporting individuals and families through socially impactful financial planning services that touch on key areas related to long-term wellbeing. He assists clients in navigating complex life transitions, such as retirement, disability, and estate planning, offering compassionate guidance that aligns with socially responsible goals. Udasin places an emphasis on financial education, especially for those who may be new to investing or are seeking strategies to achieve financial independence with stability and security. By offering personalized consultations in a community-focused setting, he contributes to the broader goals of economic empowerment.

Key Services:

– Personalized financial planning with community impact
– Retirement and estate planning with client-centered approach
– Planning strategies for life transitions (e.g., long-term care, disability)
– Financial literacy and education support
– Goal-focused investment consulting with a trusted advisor

Note: While not a traditional social services agency, Udasin’s work intersects with social services through efforts to guide clients toward better quality-of-life outcomes via financial health.