Organization: Citizens Securities – Jason Ostapczuk
Industry: Social Services

Citizens Securities, through financial consultant Jason Ostapczuk, offers personalized financial guidance with a compassionate approach that aligns closely with the goals of social services. Jason emphasizes client-first financial planning, working to support families, individuals, and underserved communities in building stable financial futures. Although a branch of a leading financial institution, the Kingston location focuses on approachable, community-oriented financial consulting that considers each client’s unique life circumstances. Jason assists individuals in navigating major life transitions—such as family changes, retirement planning, or managing financial hardship—ensuring they can make informed decisions for long-term stability.

A key strength of this practice is its ability to combine financial knowledge with a people-focused mission, offering accessible advising to those who may not typically seek wealth management services. By educating clients about budgeting, savings, and future planning, Jason helps promote financial literacy—an important component of self-sufficiency and empowerment within the broader social services framework.

Key Services:

– Personalized financial planning for individuals and families
– Retirement and long-term savings strategies
– Budget development and debt management consultation
– Education funding guidance
– Support during life transitions (e.g., divorce, loss, relocation)
– Financial literacy education within underserved communities