Matthew Essmann

Citizens Wealth Management offers comprehensive financial planning services designed to meet the unique needs of individuals at various life stages. With a dedicated team of professionals, including a CERTIFIED FINANCIAL PLANNER™, clients receive personalized advice and support to navigate their financial journey effectively. The firm emphasizes a collaborative approach, ensuring that clients' financial plans are tailored to their evolving circumstances and long-term goals. Additionally, Citizens Wealth Management provides exclusive rewards and benefits, enhancing the overall experience for those seeking to secure their financial future. 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

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester Hills, MI area, James McLellan will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.