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. 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

Matthew Essmann is a Private Client Financial Advisor with Citizens Wealth Management, located in Rochester, MI. He leads a dedicated advisory team that collaborates with clients to create tailored financial plans that adapt to their unique situations and evolving life circumstances. Citizens Wealth Management prioritizes a comprehensive approach to financial planning, offering personalized support through a team of knowledgeable professionals. Clients also benefit from exclusive rewards and premium advantages, enhancing their overall financial journey. Generated from the website