Donadio Financial Service

James Tafelski serves as a Private Client Financial Advisor at Citizens Wealth Management in Utica, MI, where he offers a comprehensive approach to financial planning. Tailored to meet the needs of individuals and families, his advisory team collaborates with clients to create personalized financial plans that evolve alongside their life circumstances. Citizens Wealth Management provides exclusive rewards and benefits, including higher savings rates and special lending discounts. With a dedicated team of professionals, the firm emphasizes a collaborative process designed to guide clients on their journey toward achieving financial goals and planning for their future. Generated from the website

Covenant Financial Planning is a reputable financial services firm based in Utica, MI. Specializing in comprehensive financial planning, the company offers personalized strategies to help clients achieve their financial goals. With a focus on building long-term relationships, Covenant Financial Planning provides expert guidance on investments, retirement planning, and wealth management. Clients can expect tailored solutions and a commitment to financial well-being from the experienced team at Covenant Financial Planning. Generated from their business information

Kaizen Financial Group, based in Utica, MI, is an independent financial services firm specializing in retirement planning. They assist individuals in creating customized retirement strategies by utilizing a range of investment and insurance products tailored to their unique needs and goals. Offering investment advisory services through Kaizen Wealth Management, LLC, a Registered Investment Advisor in Michigan, Kaizen Financial Group focuses on helping clients navigate the complexities of investing, with a commitment to personalized service and client education. Their affiliation with Kaizen Wealth Management, LLC underscores their dedication to providing comprehensive financial solutions. Generated from the website content