Anthony Gerard

Citizens Wealth Management, operating under Citizens Bank N.A, offers a comprehensive range of financial planning and advisory services tailored to individuals and families at all stages of life. Their dedicated team, including a CERTIFIED FINANCIAL PLANNER™ professional, collaborates with clients to create customized financial plans that evolve alongside their changing needs and goals. The firm emphasizes a collaborative approach, providing not only tailored advice but also product benefits such as higher savings rates and special lending discounts. With a commitment to understanding clients' unique financial aspirations, Citizens Wealth Management strives to support and guide clients in achieving their long-term financial objectives. Generated from the website

David DeMallie is a Private Client Financial Advisor at Citizens Wealth Management in Southfield, Michigan, dedicated to guiding clients through their financial journeys. With a collaborative approach, he and his advisory team work closely with clients to create comprehensive financial plans tailored to their unique situations and goals. Citizens Wealth Management offers a range of services, including custom financial planning and exclusive rewards for clients. Their team of knowledgeable professionals is committed to providing individualized support and adjusting financial strategies as clients' lives evolve. Generated from the website

Mark Jannott is a dedicated financial advisor at Citizens Wealth Management, located in Bloomfield Hills, MI. He and his advisory team focus on creating comprehensive financial plans tailored to the unique needs and goals of their clients, ensuring ongoing support as life circumstances evolve. Citizens Wealth Management emphasizes a collaborative approach, combining the expertise of a CERTIFIED FINANCIAL PLANNER™ and other specialists to guide clients through their financial journeys. The firm also offers exclusive rewards and benefits, enhancing the overall client experience while helping individuals and families achieve their financial objectives. Generated from the website