Citizens Wealth Management Group provides an array of services that accommodates all types of investors. We help work towards protecting your hard-earned assets with a retirement plan that has the potential to grow to fit your needs - evolving along with you and your family.
After completing a cash flow analysis, we will provide you with important feedback and generate ideas about how your situation impacts your ability to pursue your goals and objectives.We can also equip you with the proper insurance plans to ensure the transfer of your wealth and estate during life's unpredictable events.
After completing a cash flow analysis, we will provide you with important feedback and generate ideas about how your situation impacts your ability to pursue your goals and objectives.We can also equip you with the proper insurance plans to ensure the transfer of your wealth and estate during life's unpredictable events.
Services
Citizens Wealth Management Group was founded in 1994 by Edward R. Maher. Currently Citizens Wealth Management group is managed by Deborah Boisselle. Deborah is a Financial Consultant of LPL Financial and is the Vice President of Citizens Wealth Management Group of Citizens National Bank.
Each Citizens Wealth Management Group location has a LPL Financial Representative or team of Reps that will work closely with you to analyze, evaluate, and build a plan to meet your goals.With six locations throughout northwest Ohio and five dedicated LPL Financial Representatives, Citizens Wealth Management can better serve our clients.
Each Citizens Wealth Management Group location has a LPL Financial Representative or team of Reps that will work closely with you to analyze, evaluate, and build a plan to meet your goals.With six locations throughout northwest Ohio and five dedicated LPL Financial Representatives, Citizens Wealth Management can better serve our clients.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients pursue their financial goals and work toward their dreams. Thousands of financial advisors nationwide rely on LPL Financial to help pursue their clients' financial needs.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews
Be the first to review Citizens Wealth Management Group.
Write a Review
