Edward Jones - Financial Advisor: David P Sailor Jr, ChFC®

Citizens Wealth Management, led by a dedicated advisory team, provides personalized financial planning tailored to the unique circumstances of each client. With a focus on collaboration, they help individuals navigate their financial journey and adjust their plans as life evolves. Clients benefit from a comprehensive suite of services, including access to knowledgeable professionals, exclusive rewards programs, and a commitment to understanding their financial goals and family needs. Citizens Wealth Management emphasizes a holistic approach to financial well-being, ensuring that clients receive ongoing support throughout their lives. Generated from the website

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

With 27 years of experience and professional background as a former IRS revenue officer, my knowledge of effective tax resolution strategies will help bring you the tax relief you need!