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Citizen Advisory Group

Citizen Advisory Group


Why we are different!

We provide the retirement guidance you need, delivered with the service that you deserve. We work hard to earn your trust from the start and are committed to making your journey to retirement a pleasant experience. When working with Citizen Advisory Group, you can retire in confidence knowing:

  • Every aspect of your retirement plan is accounted for 
  • We create tailored solutions, not one-size-fits-all recommendations 
  • We educate you on all the options available to help you reach your specific financial goal 
  • We update you on financial laws and regulation changes that may impact your finances 
  • Our independence allows for recommendations to be specific to your needs and goals 
  • We monitor and adjust your retirement plan as needed 
  • We are here for you today, and for your family tomorrow

Additionally, as Investment Advisor Representatives, we are held to a higher fiduciary standard. We only make financial recommendations that are in the best interest of our clients. We serve as your retirement planning guides, always acting for your benefit and placing your interests above our own. We are committed to a higher ethical standard and a MUCH higher disclosure standard than other registered representatives of the securities industry.

Citizen Advisory Group is currently a licensed insurance agency in Florida, Indiana, Michigan, New York, Ohio, Texas and Virginia and with securities registered in Ohio and Florida.