Citizen Advisory Group

"Ron Myers has helped me, as well as my friends, sorting through Medicare insurance over the years. He is very knowledgeable and down-to-earth. The office atmosphere is pleasant and each staff person demonstrates great professionalism."

"Easily the best financial advisor I have ever worked with. CAG’s attention to detail for my specific retirement and investment needs is much appreciated. They cover all the bases and the team gives me peace of mind that my finances are being handled by true professionals. Thanks for all you do!"

"CAG is one of the few places that I always feel welcome. I know my my goals are the number 1 priority with my Advisor Kevin. Every member of the staff is cordial, inviting and understanding! Sarah does an outstanding job of finding interesting and informative activities both in house and out in the area that are always enjoyable. This is one of the things that won’t be found at any other financial group. Clients are the priority! I am very happy that I made the decision to move my financial needs to Citizens Advisory Group!"

"We have been with Citizens Advisory since 2016 and have been extremely happy. They helped us with pre-retirement and Medicare advice/services. They came highly recommended from friends and have not disappointed. Everyone there is always so friendly, they make you feel like you are their only customer. We are very glad we have them to rely on as they continue to provide services for us."

"Always friendly and welcoming. So impressed by ladies at fro t desk. Always a warm welcome, drink and cookie. Ben is always willing to explain over and over again if necessary since this is all new to me. They made the scary and overwhelming retirement process so much easier and calmed my fears. I always recommend this organization to all my friends."