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.

We were honored to welcome Deputy Chief of Toledo Fire & Rescue Department Bryce Blair and his wife, Cherie, to our offi...
06/02/2026

We were honored to welcome Deputy Chief of Toledo Fire & Rescue Department Bryce Blair and his wife, Cherie, to our office yesterday!

Thank you for your dedication, leadership, and service to our community over the years.

Just as you have spent decades serving the people of Toledo, we are honored to have the opportunity to serve you and your family.

Happy Memorial Day! Today we remember and honor those who served our country. 🇺🇸Proud to feature some of the veterans we...
05/25/2026

Happy Memorial Day! Today we remember and honor those who served our country. 🇺🇸

Proud to feature some of the veterans we’re fortunate to call clients. Thank you for your service.

How are you spending your Memorial Day weekend?

A Night to Remember 🌟We had the pleasure of gathering with wonderful clients and friends at The Chop House Toledo. The e...
05/22/2026

A Night to Remember 🌟

We had the pleasure of gathering with wonderful clients and friends at The Chop House Toledo.

The evening was filled with laughter, meaningful conversations, and learning. Thank you to our guest presenter, Ben Sutter, for sharing valuable insights on the importance of estate planning and helping families prepare for the future with confidence.

We are beyond grateful for the relationships built and the memories shared around the table. 🥂🍴

May Birthday Celebration! 🎉 Ben is celebrating his 31st birthday this month! One of his biggest goals this year is build...
05/20/2026

May Birthday Celebration! 🎉

Ben is celebrating his 31st birthday this month! One of his biggest goals this year is building a house. 🏡

Brian turned 43 and hopes to take a fun vacation somewhere he’s never been before. ✈️

Help us wish Ben and Brian a very Happy Birthday! 🥳

Breaking News!! We’re honored to have won the The Blade Readers’ Choice Award for Best Investment Firm two years in a ro...
05/18/2026

Breaking News!!

We’re honored to have won the The Blade Readers’ Choice Award for Best Investment Firm two years in a row!🏆

The relationships we build with our clients mean everything to us. We couldn't have done it without you, CAG family! Thank you for voting.

Helping people feel confident, supported, and prepared for the future is what inspires us every single day.

𝘛𝘩𝘦 𝘉𝘭𝘢𝘥𝘦 𝘙𝘦𝘢𝘥𝘦𝘳’𝘴 𝘊𝘩𝘰𝘪𝘤𝘦 𝘈𝘸𝘢𝘳𝘥 – 𝘉𝘦𝘴𝘵 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘍𝘪𝘳𝘮 𝘤𝘢𝘵𝘦𝘨𝘰𝘳𝘺, 2025-2026, 𝘢𝘳𝘦 𝘣𝘢𝘴𝘦𝘥 𝘰𝘯 𝘢 𝘱𝘰𝘭𝘭 𝘩𝘰𝘴𝘵𝘦𝘥 𝘣𝘺 𝘵𝘩𝘦 𝘛𝘰𝘭𝘦𝘥𝘰 𝘉𝘭𝘢𝘥𝘦, 𝘢𝘭𝘭𝘰𝘸𝘪𝘯𝘨 𝘵𝘩𝘦 𝘪𝘴𝘴𝘶𝘢𝘯𝘤𝘦 𝘰𝘧 𝘳𝘢𝘵𝘪𝘯𝘨𝘴 𝘪𝘯 𝘵𝘩𝘦 𝘰𝘳𝘥𝘪𝘯𝘢𝘳𝘺 𝘤𝘰𝘶𝘳𝘴𝘦 𝘰𝘧 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘪𝘵𝘴 𝘢𝘯𝘯𝘶𝘢𝘭 𝘢𝘸𝘢𝘳𝘥 𝘱𝘳𝘰𝘨𝘳𝘢𝘮. 𝘈𝘭𝘭 𝘵𝘩𝘪𝘳𝘥-𝘱𝘢𝘳𝘵𝘺 𝘳𝘢𝘵𝘪𝘯𝘨𝘴 𝘢𝘳𝘦 𝘥𝘢𝘵𝘦-𝘴𝘵𝘢𝘮𝘱𝘦𝘥 𝘢𝘵 𝘵𝘩𝘦 𝘵𝘪𝘮𝘦 𝘵𝘩𝘦 𝘳𝘢𝘵𝘪𝘯𝘨 𝘸𝘢𝘴 𝘨𝘪𝘷𝘦𝘯, 𝘢𝘯𝘥 𝘪𝘧 𝘥𝘢𝘵𝘦𝘥 𝘱𝘳𝘪𝘰𝘳 𝘵𝘰 𝘵𝘩𝘦 𝘺𝘦𝘢𝘳 𝘢𝘸𝘢𝘳𝘥𝘦𝘥, 𝘮𝘢𝘺 𝘯𝘰𝘵 𝘳𝘦𝘧𝘭𝘦𝘤𝘵 𝘰𝘶𝘳 𝘤𝘶𝘳𝘳𝘦𝘯𝘵 𝘰𝘧𝘧𝘦𝘳𝘪𝘯𝘨𝘴 𝘰𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴. 𝘕𝘰 𝘤𝘰𝘮𝘱𝘦𝘯𝘴𝘢𝘵𝘪𝘰𝘯 𝘸𝘢𝘴 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘥𝘪𝘳𝘦𝘤𝘵𝘭𝘺 𝘰𝘳 𝘪𝘯𝘥𝘪𝘳𝘦𝘤𝘵𝘭𝘺 𝘪𝘯 𝘤𝘰𝘯𝘯𝘦𝘤𝘵𝘪𝘰𝘯 𝘸𝘪𝘵𝘩 𝘰𝘣𝘵𝘢𝘪𝘯𝘪𝘯𝘨 𝘰𝘳 𝘶𝘴𝘪𝘯𝘨 𝘵𝘩𝘦 𝘵𝘩𝘪𝘳𝘥 𝘱𝘢𝘳𝘵𝘺 𝘳𝘢𝘵𝘪𝘯𝘨.

Help us congratulate Rylin Reynolds 🎉Rylin recently passed her Life & Health insurance licensing exam — such a huge acco...
05/15/2026

Help us congratulate Rylin Reynolds 🎉

Rylin recently passed her Life & Health insurance licensing exam — such a huge accomplishment! At the end of this month, she’ll also be celebrating her 1-year anniversary with Citizen Advisory Group.

We’re so proud of all her hard work and excited to see her continued success! 👏

Staying informed is the best defense against consumer scams and cybercrime. 🔒👨🏽‍💻Thank you to the Ohio Attorney General’...
05/14/2026

Staying informed is the best defense against consumer scams and cybercrime. 🔒👨🏽‍💻

Thank you to the Ohio Attorney General’s Office for speaking at our office and helping educate our community on staying safe online!

What online safety tip do you think everyone should know?

05/13/2026

Choosing a financial advisor doesn’t have to be complicated — but there are a few important questions you should ask before moving forward.

1️⃣ Are you a fiduciary?
2️⃣ How are you paid / what are your fees?
3️⃣ How often are we going to communicate?

Simple questions. Important answers.

What’s something YOU think people should ask before hiring a financial advisor? ⬇️

What a night at our Bingo & Brew Event at Buffalo Rock Brewing Company 🍻🎉Great drinks, lots of laughs, friendly competit...
05/12/2026

What a night at our Bingo & Brew Event at Buffalo Rock Brewing Company 🍻🎉

Great drinks, lots of laughs, friendly competition, and even better company.

Thank you to everyone who came out and made the night so much fun — we love spending time with our amazing clients and friends!

Until next time… BINGO!

Address

770 Commerce Drive
Perrysburg, OH
43551

Opening Hours

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

Website

https://retirewell-tv.com/, https://vimeo.com/citizenadvisory

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