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
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
2

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 MediaPopular SearchesCitizen Advisory Group LLCCitizen Advisory GroupCitizen Advisory Group LtdCitizen Advisory LLCCitizens Advisory CorpSIC Code 62,628NAICS Code 52,523Show more

Citizen Advisory Group Org Chart

PhoneEmail
SO
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Chief Investment Officer

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JO
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Chief Compliance Officer

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NH
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Director, Financial Planning

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JL
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Director, Research

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Compare Similar Companies to Citizen Advisory Group

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Citizen Advisory Group

<$5M
1-10
Private
-
2012
SO
Steve OsterinkChief Investment Officer
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
1989
Dwight Schaefer, Owner and President at Schaefer Wealth Management
Dwight SchaeferOwner and President
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2000
SO
Steven OsterinkChief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Citizen Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Citizen Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Citizen Advisory Group.

Citizen Advisory Group Tech Stack

A closer look at the technologies used by Citizen Advisory Group

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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, Copper Canyon Wealth Management, Schipper & Osterink
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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