Do you have questions about retirement, concerns about estate planning or would like someone to review your insurance policies?
As a valued Citizens National Bank Select Checking customer, we offer a complimentary financial plan analysis courtesy of Citizens Wealth Management Group (CWMG).
CWMG's financial planners are housed within Citizens National Bank's offices in Bluffton, Celina, Defiance, Findlay, Lima, and Van Wert. They are also available by appointment to meet with you at any of our other locations
This comprehensive financial plan analysis is free and includes:
- Estate Summary
- Retirement Income Review
- Income Analysis
- Insurance Overview
Meet the Financial Consultants Team
Our team of financial consultants works with LPL Financial to provide wealth management tools. They will sit down with you to plan a road map to help you reach your financial goals and discuss any concerns you may have.
To schedule an appointment, please call 800-448-0025.
Deborah Boisselle
VP Investments
Linda Owens
LPL Financial Consultant
Marshall Marraccini III
LPL Financial Consultant
Brian Boisselle
LPL Financial Consultant
Check the background of your financial professional on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Citizens National Bank and Citizens Wealth Management Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Citizens Wealth Management Group, and may also be employees of Citizens National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Citizens National Bank. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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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
Ready to plan for your future now?
Get started with your complimentary financial plan analysis today!
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