James Tafelski

Santo Blumke is a dedicated Private Client Financial Advisor with Citizens Wealth Management, serving clients in Clinton Township, MI, and surrounding areas. With a collaborative and comprehensive approach, he guides individuals and families through the complexities of financial planning, ensuring that their unique goals and situations are at the forefront of their strategies. His advisory team consists of professionals, including Certified Financial Planner™ specialists, who work closely with clients to design personalized financial plans that evolve as their lives change. Additionally, clients benefit from exclusive rewards and tailored advice, fostering a trusted relationship focused on achieving their financial aspirations. Generated from the website

Andreen Yousif is a Private Client Relationship Manager at Citizens Bank, specializing in guiding clients through their financial journeys at various life stages. With a dedicated advisory team, Yousif focuses on creating comprehensive financial plans tailored to the unique needs and goals of individuals and families. Citizens Private Client offers personalized financial planning services, including access to a team of knowledgeable professionals and exclusive rewards through Citizens Plus. Clients receive ongoing support to adjust their financial strategies as their circumstances evolve, ensuring alignment with their long-term objectives. Generated from the website

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