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Citizen Advisory Group

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United States

Founded in

2007 (18 Years)

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Get to know Citizen Advisory Group

Founded in 2000 by Jeff and Jocelyn Fretti, Citizen Advisory Group is an independent financial services firm based in Toledo, Ohio. The company's mission is to help clients achieve a confident and successful retirement by providing personalized strategies for investment management, income planning, tax efficiency, and legacy planning. They utilize a proprietary planning framework called "The Citizen Process" to guide clients through the complexities of financial preparation for their post-working years.

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  • Financial Financial AdvisementPRIMARY
  • Financial Other Service
  • Financial Wealth Management

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