Midland Trust Company: Drew Bender

Clarfeld Citizens Private Wealth is a division of Citizens Bank, N.A. that offers comprehensive financial planning, investment advisory, and trust services to high-net-worth individuals and families. With a team of experienced Wealth Advisors, they provide personalized solutions to manage, preserve, and pass on wealth, including retirement planning, insurance asset planning, tax planning, and charitable giving advisement. As part of Citizens Bank, N.A., Clarfeld Citizens Private Wealth also offers banking and lending services, as well as institutional services for complex custodial arrangements. Their focus is on maximizing long-term investment returns and safeguarding the integrity and foundation of each family, providing innovative solutions tailored to the unique needs of their clients.Generated from the website

Charles Kunzelman, a Private Client Financial Advisor at Citizens Wealth Management in Hamden, CT, specializes in guiding individuals through their diverse financial journeys. With a collaborative advisory team, he aims to create comprehensive financial plans tailored to the unique needs, goals, and evolving life circumstances of his clients. Citizens Wealth Management offers personalized financial planning, leveraging a team of knowledgeable professionals, including CERTIFIED FINANCIAL PLANNER™ specialists. Clients benefit from exclusive rewards, including competitive savings rates and tailored advice, to support their financial objectives and legacy. Generated from the website