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We’re your retirement planning guides. transition to retirement specialists. estate planning strategists. Medicare supplement advisors. prepare for the unexpected planners. health and wellness coaches. enjoy retirement experts.
We’re your people.
Citizen Advisory Group is a comprehensive financial services firm founded to help guide you to retirement success. Our people take your retirement seriously—and have fun in the process. Ultimately, that’s what makes us different.
What We Do
SAVE&
SPEND
Retiring well involves employing a two-part strategic approach.
First, you must save and invest effectively to accumulate the money you’ll need. Second, you’ll want an efficient plan for taking distributions throughout retirement.
Count on the Citizen Advisory Group team to help get you to—and through—your retirement journey.
SAVE&
SPEND
Retiring well involves employing a two-part strategic approach.
First, you must save and invest effectively to accumulate the money you’ll need. Second, you’ll want an efficient plan for taking distributions throughout retirement.
Count on the Citizen Advisory Group team to help get you to—and through—your retirement journey.
Come Visit
770 Commerce Dr.
Perrysburg, OH 43551
Contact Us
Phone: 419.872.0204
Fax: 866.381.1373
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We’re your people.
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting and Education services offered through Citizen Advisory Group. Property and Casualty Insurance services offered through Foresight Insurance, LLC. Advisory Alpha, LLC, Citizen Advisory Group and Foresight Insurance, LLC are separate entities. 2023 Citizen Advisory Group LLC. All Rights Reserved.
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Citizen Advisory Group. Citizen Advisory Group is a separate and unaffiliated entity from Advisory Alpha.