Organization: Cindy Ziegler – Financial Consultant (Citizens Bank)

Industry: Social Services

Cindy Ziegler, a financial consultant with Citizens Securities, Inc., provides personalized financial guidance to individuals, families, and organizations in Rochester, NY. While affiliated with a financial institution, her work intersects with the social services industry through her commitment to helping clients achieve long-term economic stability and personal well-being. Cindy supports a diverse range of clients by designing customized financial plans that address key life stages, such as retirement preparation, college savings, and legacy planning—services that are particularly essential for underserved or vulnerable populations.

Her approach emphasizes building relationships based on trust, transparency, and financial literacy, contributing to stronger and more empowered communities. With a deep understanding of the economic challenges many individuals face, she helps promote financial inclusion and social mobility through strategic guidance and consistent support. Cindy often collaborates with local organizations to enhance access to financial education resources and tools, aligning with broader community goals.

Key Services:

– Personalized financial planning for individuals and families
– Retirement planning and income strategies
– Education savings and planning guidance
– Legacy and estate planning consultation
– Risk and insurance assessment to ensure long-term stability
– Financial literacy and wellness education to support underserved groups