Kai Lackey

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

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