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, Findlay, Lima, and Van Wert. They are also available by appointment to meet with you at any of our other locations

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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. 

Go to www.cwmgohio.com

 

Head shot of Deborah Boisselle

Deborah Boisselle

VP Investments

Head shot of Linda Owens

Linda Owens

LPL Financial Consultant

Head shot of Jan Tinnel

Jan Tinnel

LPL Financial Consultant

Head shot of Brian Boisselle

Brian Boisselle

LPL Financial Consultant

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  • 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

Ready to plan for your future now?

Get started with your complimentary financial plan analysis today!

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