Dan Estes

Citizens Wealth Management in Waterford, CT, offers tailored financial services through a dedicated team of professionals aimed at guiding clients through their financial journeys. With a comprehensive approach, they focus on creating personalized financial plans that evolve with the client's life changes. Their services include custom financial planning, access to exclusive rewards, and ongoing support from a team that includes certified financial planners. Citizens Wealth Management emphasizes a collaborative process designed to meet the unique needs and goals of individuals, families, and their legacies. Generated from the website

Keith Mendes is a Private Client Relationship Manager at Citizens Private Client, where he collaborates with a dedicated advisory team to assist clients in navigating their financial journeys. The firm focuses on creating comprehensive financial plans tailored to the unique needs and goals of individuals and families, adjusting these plans as life circumstances evolve. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, which provides premium benefits such as investment matches and higher savings rates. The team of knowledgeable professionals is committed to understanding and supporting clients in achieving their financial aspirations. Generated from the website

Charles Kunzelman, a Private Client Financial Advisor at Citizens Wealth Management in Hamden, CT, specializes in guiding individuals through their diverse financial journeys. With a collaborative advisory team, he aims to create comprehensive financial plans tailored to the unique needs, goals, and evolving life circumstances of his clients. Citizens Wealth Management offers personalized financial planning, leveraging a team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ specialists. Clients benefit from exclusive rewards, including competitive savings rates and tailored advice, to support their financial objectives and legacy. Generated from the website