At Citrin Financial, we continue to help individuals, families, and businesses realize their financial goals.  We provide financial guidance to clients across the country, each with unique financial needs.  We understand how important it is for our clients to successfully provide for the people they care about and those who rely on them.

We are responsible for understanding your financial picture, applying a comprehensive strategy, and providing the appropriate resources to help meet your goals and objectives.

Our reputation is based on the strong relationships we have formed with our clients and our commitment to excellence in all we do.

As financial professionals and active members of our community, we are dedicated to helping individuals and businesses build their financial futures. Maintaining a strong sense of community and a solid professional foundation is very important to us. 

We welcome the opportunity to meet with you to discuss your personal situation and ways in which we can form a business relationship built on trust.



Citrin Financial understands that everyone is unique. That’s why we can create a comprehensive plan suited specifically to complement your goals.

Our scope of services is geared towards planning for the future of your spouse, children, parents, all your loved ones. From numerous types of insurance programs, we provide quality, caring service.




Citrin Financial is proud to offer the following services:

   Insurance Planning & Products

   Group and Individual Health Insurance


   Employee Benefit Programs

   Estate Planning

   Business Continuity & Planning

   Executive Compensation

   Supplemental Benefits

   Long Term Care