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Investments & Retirement Plans

Turn to Citizens Wealth Management Group to help pave the way.
Investment Calculators

Citizens Wealth Management LogoPlan your future 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 nation’s largest independent broker/dealer (based on total revenues, Financial Planning magazine June 1996-2020).

 

Citizens Wealth Management Group is conveniently located in our CNB offices. 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.

View our CWMG videos.

Citizens Wealth Management Group is conveniently located in our CNB offices. 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.

We can also work with you to develop retirement plans, such as 401(k)s to offer your employees. Schedule an appointment with one of our advisors to discuss your business needs!

View our CWMG videos.

Citizens Wealth Management TeamMeet the CWMG Team

Pictured from left to right:

  • Marshall Marraccini III – Financial Consultant
  • Linda Owens – Financial Consultant
  • Deborah Boisselle – Vice President, Investments
  • Debbie Gleckler – Assistant
  • Kim Swank – Assistant
  • Brian Boiselle – CFP Certified Financial Planner

Financial Plan Analysis

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).

This comprehensive financial plan analysis is free and includes:

  • Estate Summary
  • Retirement Income Review
  • Income Analysis
  • Insurance Overview

CWMG’s financial planners are available to meet with you by appointment at any of our CNB offices. To schedule an appointment, please call 800-448-0025.

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 or Citizens Wealth Management Group. 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

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.

Your Bank (Citizens National Bank) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.