Founded in 2000 by Jeff and Jocelyn Fretti, Citizen Advisory Group is an independent financial services firm based in Toledo, Ohio. The company's mission is to help clients achieve a confident and successful retirement by providing personalized strategies for investment management, income planning, tax efficiency, and legacy planning. They utilize a proprietary planning framework called "The Citizen Process" to guide clients through the complexities of financial preparation for their post-working years.

Founded in

United States