Faith Investment Services

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

Citizens Securities Inc. is a registered broker-dealer and SEC registered investment adviser, offering a range of investment products and financial strategies through its Wealth Management division, which operates under the Citizens brand. As a member of FINRA and SIPC, the firm provides risk-aware advisory services, emphasizing the importance of aligning investment decisions with individual goals and risk tolerance. Affiliated with Citizens Bank N.A., Citizens Securities Inc. collaborates with Clarfeld Financial Advisors LLC to deliver comprehensive investment and insurance solutions. The firm ensures clients are well-informed about the inherent risks associated with securities and investment products, which are not insured by the FDIC and may lose value. Generated from the website

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