Citizens Wealth Management Group
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. The time to plan for your future is now, so call us at 419-358-0937.
Why People Choose Us
Quality of Service
You are entitled to a high level of proactive, courteous service from all associates at Citizens Wealth Management Group.
You have the right to work with a trustworthy, dependable, independent Wealth Advisor focused on your journey to True Wealth. Your Wealth Advisor will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook, and management philosophy. Your Wealth Advisor will present portfolio reviews annually or as often as necessary, and be available to answer the questions that matter to you as they arise.
Recommendations Based Upon Your Needs
You have the right to independent and uncomplicated guidance and recommendations based upon your defined needs, risk tolerances and goals. Through Comprehensive Wealth Planning, your needs are clearly defined and constantly monitored.
You have the right to the strictest levels of confidentiality with information provided to your Citizens Wealth Management Group team. Citizens Wealth Management Group will protect all information to the highest standards outlined by SEC , FINRA, State, and regulatory agencies.
You have the right to a transparent relationship and to clearly know the costs for portfolio management, transactions, and advisory services. All communications with Citizens Wealth Management Group strive to be clear and concise. If you have a question, it is our duty to answer it for you in an understandable way.
You have the right to be communicated to in a timely manner. As your Trusted Advisor, our Citizens Wealth Management Group team commits to returning calls by the end of each business day. Our goal is to provide you with information before the question arises, regardless of the medium used.
You have the right to continual education along your journey to True Wealth. Through education, our team will project reasonable expectations in the development and constantly monitoring of your Wealth Plan.