CITIZEN ADVISORY LLC
PALM BAY, FLORIDA

Citizen Advisory LLC, known as Citizen Advisory Group, is a leading retirement planning firm based in Northwest Ohio with a dedicated focus on serving the soon-to-be-retired and retired populations. Established on January 3, 2012, their mission is to empower clients by providing tailored financial guidance and exceptional service throughout their journey toward retirement. What distinguishes Citizen Advisory Group is their commitment to education and fiduciary responsibility. As Investment Advisor Representatives, they adhere to a higher standard of ethical practice, ensuring that all financial recommendations are made in the best interest of their clients. This dedication extends beyond mere planning; they prioritize both current client satisfaction and future familial security. The firm’s comprehensive services extend over strategic savings, investments, efficient account distributions, and other critical areas essential for navigating today's economic challenges. In a continually evolving market, partnering with Citizen Advisory Group ensures expert insights and support designed to maximize retirement readiness and financial peace of mind. Citizen Advisory LLC has solidified its foundation in Brevard County, Florida, with an official registration under the filenumber L12000000183, and maintains their operations from their mailing address at 4951 Babcock Street NE, Unit 2, Palm Bay, FL, 32905. They offer robust client communication through multiple phone lines and a digital presence via citizenadvisory.com. The organization operates separately from Planners Alliance, LLC while subadvisor services are furnished by Advisory Alpha, LLC, a SEC-registered advisory group. For any inquiries beyond financial advice, Citizens Advisory Group recommends consulting legal or tax professionals. Patricia Barrows serves as the Manager, leading the team of professionals who tirelessly work to secure their clients' futures.

KEY FACTS ABOUT CITIZEN ADVISORY LLC

Company name
CITIZEN ADVISORY LLC
Status
Active
Filed Number
L12000000183
FEI Number
45-4202411
Date of Incorporation
January 3, 2012
Age - 14 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://citizenadvisory.com
Phones
(419) 872-0204
(877) 883-1224
(866) 381-1373
(321) 914-0900

CITIZEN ADVISORY LLC NEAR ME

Principal Address
4951 BABCOCK STREET NE,
UNIT 2,
PALM BAY,
FL,
32905

See Also

Officers and Directors

The CITIZEN ADVISORY LLC managed by the one person from MELBOURNE on following positions: Manager

Patricia Barrows

Position
Manager Active
From
MELBOURNE, FL





Registered Agent is Warner M Lisa

From
VERO BEACH, 32960

Annual Reports

2024
April 8, 2024
2023
February 27, 2023