Michael D'Agnese

Citizens Wealth Management, operating primarily in Utica, MI, provides comprehensive financial planning and personalized advisory services tailored to individual and family needs. Their experienced team collaborates closely with clients to develop strategies aligned with each client's unique financial goals and life changes.

The firm emphasizes a holistic approach to wealth management, offering exclusive benefits such as higher savings rates and cash-back credit cards, alongside regular adjustments to clients' financial plans. As part of Citizens Bank N.A., they maintain a commitment to navigating the complexities of personal finance, ensuring informed and trustworthy guidance throughout clients' financial journeys.

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