Mike Modi

Michael Welsh is a Private Client Financial Advisor at Citizens Wealth Management, located in Newark, Delaware. The firm offers a collaborative and comprehensive approach to financial planning, tailored to the unique needs and goals of clients at every stage of life. Citizens Wealth Management provides a dedicated advisory team, including Certified Financial Planner professionals, to assist clients in creating and adjusting their financial plans as life changes. Additionally, clients benefit from exclusive rewards and premium services through the Citizens Plus program, enhancing their overall financial journey. Generated from the website

Aaron Rau serves as a Private Client Relationship Manager at Citizens Private Client, where he leads a dedicated advisory team focused on providing comprehensive financial planning tailored to individual client needs. The firm emphasizes a collaborative approach, ensuring that clients receive personalized support as their financial situations evolve over time. Citizens Private Client offers a range of services, including custom financial planning and exclusive rewards through Citizens Plus, designed to enhance clients' financial journeys. With a commitment to understanding the unique goals of clients and their families, the firm aims to guide them toward achieving their financial aspirations. Generated from the website

Lauren Coalson serves as a Private Client Relationship Manager at Citizens Private Client in Lewes, DE, leading a dedicated advisory team that specializes in crafting comprehensive financial plans tailored to clients' unique situations. This collaborative approach ensures that clients receive ongoing support and adjustments to their financial strategies as their lives evolve. Citizens Private Client is committed to providing personalized financial guidance, leveraging a team of professionals including CERTIFIED FINANCIAL PLANNER™ specialists to foster informed decision-making. In addition to custom financial planning, clients gain access to exclusive benefits through the CitizensPlus program, enhancing their overall banking and investment experience. Generated from the website