CITIZEN ADVISORY LLC
PALM BAY, FLORIDA

Citizen Advisory LLC, also known as Citizen Advisory Group, is a go-to for retirement planning in Northwest Ohio. Since its launch on January 3, 2012, they've focused on serving those nearing or in retirement with personalized financial guidance aimed to maximize each client's journey toward this significant life stage. What makes Citizen Advisory Group stand out is their unwavering commitment to educating their clients and adhering to fiduciary standards. As Investment Advisor Representatives, the team is dedicated to prioritizing their client's best interests with every piece of financial advice given. Their efforts go beyond simply planning; they focus on ensuring both current satisfaction for clients and the long-term security of their families. The firm excels in a range of services including strategic savings plans and insightful investment strategies suited for today’s economic landscape. By partnering with Citizen Advisory Group, individuals gain access to knowledgeable advice and support intended to enhance retirement readiness and provide lasting financial peace of mind. With its roots firmly planted in Brevard County, Florida-registered under the file number L12000000183-the firm operates out of their Palm Bay location at 4951 Babcock Street NE, Unit 2. They maintain open lines for client communication through various phone numbers and a welcoming digital presence at citizenadvisory.com. Although independent from Planners Alliance, LLC, they collaborate as subadvisor with Advisory Alpha, LLC, a firm registered by the SEC to provide advisory services. For inquiries beyond financial advice, Citizen Advisory Group suggests seeking guidance from qualified legal or tax experts. Guided by Patricia Barrows, the manager leading a team of committed professionals, Citizen Advisory ensures their clients’ futures are in capable hands, with constant dedication towards offering tailored, ethical advice.