Plan your investment goals with our Wealth Management Team.

Investment products and retirement planning are currently offered through Citizens Wealth Management Group. Our team of financial consultants works with LPL Financial, the largest independent broker/dealer in the nation (as reported by the Financial Planning magazine, June 1996-2013, based on total revenue).

We have 6 locations conveniently located within our branch offices: Bluffton, Celina, Findlay, Lima, Toledo, and Van Wert. We also have a separate office in Bowling Green, Ohio. Services include financial planning/estate planning, retirement planning, insurance, fee-based accounts and a variety of investments including stocks, bonds, mutual funds and annuities.

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Financial Plan Analysis

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Investment Calculators

Understand your investment and retirement portfolios better with our provided tools.

  • Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Citizens National Bank and Citizens Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.
  • The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Registered for Securities in the following states: AL, AZ, CA, CO, DE, FL, HI, IL, IN, KY, MD, MI, MO, NC, NJ, NM, NV, NY, OH, PA, SC, SD, TX, VA, WA, WI, and WV

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

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