WHY WE'RE DIFFERENT

 
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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

 

Our independence allows for recommendations
to be specific to your needs and goals

 

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

 

We create tailored solutions, not
one-size-fits-all recommendations

 

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 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.