Citizen Advisory Group

Citizen Advisory Group Building Better Lives... Citizen Advisory Group is a comprehensive financial services firm founded to help guide you to retirement success.

Our people take your retirement seriously—and have fun in the process. Ultimately, that’s what makes us different. We live in a world ripe with investment and insurance opportunities, offering a myriad of avenues to pursue. Selecting the right combination of these opportunities is the challenge. As independent investment advisors and independent insurance agents, there are no “standard” products t

hat we promote. Rather, our solutions reflect a thoughtful response to the key issues affecting the management of your financial affairs. At Citizen Advisory Group, we are committed to providing custom service built around you. As your needs change, our disciplined approach to planning ensures that your financial strategies evolve with you. A CAG consultant has the experience to guide you through your financial future, regardless of your stage in life. Our services are designed to protect and increase your wealth with an unprecedented level of personalized service and attention. Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Citizen Advisory Group. Citizen Advisory Group is a separate and unaffiliated entity from Advisory Alpha.

A beautiful day on the course for an even better cause! ☀️Pete, Ben, Kait, and Luke had a great time supporting the Down...
06/23/2026

A beautiful day on the course for an even better cause! ☀️

Pete, Ben, Kait, and Luke had a great time supporting the Down Syndrome Association of Greater Toledo at last Friday's golf outing at the South Toledo Golf Club. Congratulations to Kait on taking home Women's Longest Drive! ⛳🏆

We're grateful for opportunities to support organizations that make such a meaningful impact in our community. 💙

If you golf, what's one part of your game you'd love to improve—driving, putting, or your short game?

Argentina’s World Cup Opening Match  🇦🇷 Originally from Argentina and a lifelong supporter of La Albiceleste, Martin was...
06/22/2026

Argentina’s World Cup Opening Match 🇦🇷

Originally from Argentina and a lifelong supporter of La Albiceleste, Martin was thrilled to be in the stands with his father for Argentina’s opening 2026 World Cup match against Algeria.

Having followed Messi since his debut with Argentina’s senior national team in 2005, this was the 4th time Martin has watched him play in person.

Over the years, Martin has witnessed 8 Messi goals firsthand — and this World Cup experience added another unforgettable chapter to the story. ⚽️

Tell us about the best live sporting event you’ve ever been to!

Estate planning is one of the most important steps in protecting your legacy and the people you care about most.Ben Sutt...
06/18/2026

Estate planning is one of the most important steps in protecting your legacy and the people you care about most.

Ben Sutter joined us at the office to educate both our team and our clients on the importance of estate planning.

We believe that continuous learning allows us to better serve those who trust us with their financial future, and we're grateful for the opportunity to expand our knowledge on such an important topic.

Thank you, Ben, for sharing your expertise with us!

When was the last time you reviewed your trust or estate plan?

Happy 50th Birthday to Jordan Donley Beach 🎉🥳We had so much fun celebrating someone who does so much for our team. Jorda...
06/17/2026

Happy 50th Birthday to Jordan Donley Beach 🎉🥳

We had so much fun celebrating someone who does so much for our team. Jordan is a huge part of what makes C.A.G. such a special place, and we're incredibly grateful for everything she brings each and every day.

Join us in wishing her the happiest 50th birthday!
🎂🩵 Drop your birthday wishes in the comments below!

We have exciting news …Please help us welcome Ian to the Citizen Advisory Group team! 🎉Ian joins us as an Associate Advi...
06/16/2026

We have exciting news …

Please help us welcome Ian to the Citizen Advisory Group team! 🎉

Ian joins us as an Associate Advisor and is passionate about helping individuals and families feel confident about their financial future.

A few fun facts about Ian:
• He's a devoted Ohio State Buckeyes fan.
• He enjoys staying active in the gym.
• He loves spending time outdoors with his dog.
• He's engaged to his high school sweetheart!

We're thrilled to have Ian on our team and can't wait for you to get to know him. Join us in giving him a warm Citizen Advisory Group welcome! 😊

06/09/2026

Built on brotherhood, hard work, and a shared vision, Kevin and Jeff created Citizen Advisory Group to help families pursue a more connected retirement and a life well lived. 💡



https://citizenadvisory.com/full-disclosure/

06/08/2026

That moment you realize you might be missing something funny … 😂

Do you usually investigate or stay locked in on your work!?

Happy National Donut Day! 🍩 We're celebrating with a sweet treat today, but we want to know:If you could only eat ONE ty...
06/05/2026

Happy National Donut Day! 🍩

We're celebrating with a sweet treat today, but we want to know:

If you could only eat ONE type of donut for the rest of your life, what would it be?

Drop your answer below!

Address

770 Commerce Drive
Perrysburg, OH
43551

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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