Citizen Advisory Group

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

770 Commerce Dr, Perrysburg, Ohio, 43551...

Phone Number

(419) 872-0204

Revenue

<$5 Million

Industry

Finance Securities Trading

About Citizen Advisory Group

Citizen Advisory Group is a comprehensive retirement planning firm that helps Northwest Ohio's soon to be retired and retired residents effectively plan for and prepare for life's greatest journey. As your retirement guides, allow the company's team to help you: Protect and preserve your retirement savings and investments Create an income plan for retirement Structure health care medical coverage through Medicare Plan for long-term care medical needs Develop and implement an estate plan In today's new and challenging economic environment, you must not only save and invest strategically in order to retire, but you must also take distributions from your accounts during retirement in the most efficient manner as well. Count on the company as your retirement guides to help you get to and through your golden years.Explore more
Citizen Advisory Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Citizen Advisory Group Org Chart

PhoneEmail
PB
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Regional Manager

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Citizen Advisory Group

<$5M
1-10
Private
-
2012
PB
Patricia BarrowsRegional Manager
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
1989
RG
Robin GoettingManager, Client Services
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Citizen Advisory Group Tech Stack

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Frequently Asked Questions Regarding Citizen Advisory Group

What is Citizen Advisory Group's official website?
Citizen Advisory Group's official website is www.citizenadvisory.com
What is Citizen Advisory Group's Revenue?
Citizen Advisory Group's revenue is <$5 Million
What is Citizen Advisory Group's SIC code?
Citizen Advisory Group's SIC: 62,628
What is Citizen Advisory Group's NAICS code?
Citizen Advisory Group's NAICS: 52,523
How many employees does Citizen Advisory Group have?
Citizen Advisory Group has 1-10 employees
What industry does Citizen Advisory Group belong to?
Citizen Advisory Group is in the industry of: Finance, Securities Trading
What is Citizen Advisory Group competition?
Citizen Advisory Group top competitors include: Schaefer Wealth Management, Vertex Capital Advisors, Westex Investment Services
What technology does Citizen Advisory Group use?
Some of the popular technologies that Citizen Advisory Group uses are: WordPress.org, PHP, Adobe Typekit, Microsoft 365
How do I contact Citizen Advisory Group?
Citizen Advisory Group contact info: Phone number: (419) 872-0204 Website: www.citizenadvisory.com
What does Citizen Advisory Group do?

Citizen Advisory Group is a comprehensive retirement planning firm that helps Northwest Ohio's soon to be retired and retired residents effectively plan for and prepare for life's greatest journey. As your retirement guides, allow the company's team to help you: Protect and preserve your retirement savings and investments Create an income plan for... retirement Structure health care medical coverage through Medicare Plan for long-term care medical needs Develop and implement an estate plan In today's new and challenging economic environment, you must not only save and invest strategically in order to retire, but you must also take distributions from your accounts during retirement in the most efficient manner as well. Count on the company as your retirement guides to help you get to and through your golden years.Read More

What are Citizen Advisory Group social media links?
Citizen Advisory Group Linkedin page Citizen Advisory Group Twitter page Citizen Advisory Group Facebook page
Is Citizen Advisory Group a public company?
Citizen Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Citizen Advisory Group

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