Citizen Advisory Group
Citizen Advisory Group is a comprehensive financial services firm that helps Northwest Ohio’s soon to be retired and retired residents effectively plan for and prepare for life’s greatest journey.
7-day free trial · no credit card
Verified contacts
12
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
2
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 12 verified contacts at Citizen Advisory Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- BS
Brian Stephenson
Director of Communications · Advertising & Marketing
EmailPhone - JR
Joshua Rochon
Financial Advisor · Finance & Accounting
EmailPhone - LM
Linda Montaldi
Insurance Agent · Sales & Business Development
EmailPhone - ML
Martin Lopez Tuero
Associate Advisor · Finance & Accounting
EmailPhone - NP
Nathan Poiry
Financial Advisor Associate · Finance & Accounting
EmailPhone - BW
Benjamin Winne
Associate Advisor · Finance & Accounting
EmailPhone - JN
John Newton
Associate Advisor · Finance & Accounting
EmailPhone - KN
Kaitlyn Natividad
Advisor Assistant · Customer/Client Service
EmailPhone - PS
Peter Samenuk
Certified Financial Plannertm · Finance & Accounting
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Citizen Advisory Group
7 distinct titles indexed · top 7 shown.
- 4associate advisor
- 2financial advisor
- 1advisor assistant
- 1certified financial plannertm
- 1director of communications
- 1financial advisor associate
- 1insurance agent
Sign up to unlock all 12 contacts at Citizen Advisory Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 12 verified contacts at Citizen Advisory Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.