Citizens Wealth Management Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
102 S Main St, Bluffton, Ohio, 45817, Un...Phone Number
(419) 358-8060Website
www.cwmgohio.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
2
1
1
1
2
About Citizens Wealth Management Group
Citizens Wealth Management Group offers a comprehensive range of financial services tailored to various types of investors, focusing on asset preservation and retirement planning. They provide personalized financial, estate, and insurance planning to help clients achieve their long-term goals. The firm also assists small business owners in designing and monitoring retirement plans that align with their specific objectives. With a commitment to trust, honesty, and integrity, Citizens Wealth Management Group aims to empower clients to take control of their financial futures.Explore more
Citizens Wealth Management Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Citizens Wealth Managemen...
<$5M
1-10
Private
-
1994
GD
Gabriel DeFeoWealth Advisor & Managing Director
Company Profile Activity
Activity Insights
Citizens Wealth Management Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Citizens Wealth Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Citizens Wealth Management Group.
Citizens Wealth Management Group Tech Stack
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Frequently Asked Questions Regarding Citizens Wealth Management Group
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Citizens Wealth Management Group offers a comprehensive range of financial services tailored to various types of investors, focusing on asset preservation and retirement planning. They provide personalized financial, estate, and insurance planning to help clients achieve their long-term goals. The firm also assists small business owners in designin... Read More
