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Citizens Wealth Management Group Logo
Citizens Wealth Management Group CB Rank
1293833
Heat Score
67
Citizens Wealth Management Group provides estate planning, insurance, retirement planning, and financial services.
Founded
obfuscation
Private Bluffton, Ohio, United States1-10 www.cwmgohio.com
Financial Services
Insurance
Wealth Management
Overview

Citizens Wealth Management Group
Heat Score
67

Growth Score
pts
in past quarter
Heat Score 67
5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Citizens Wealth Management Group

CB Rank
1293833
Citizens Wealth Management Group provides estate planning, insurance, retirement planning, and financial services.
Founded
obfuscation
Private Bluffton, Ohio, United States1-10 www.cwmgohio.com
Financial Services
Insurance
Wealth Management

Details

Operating Status Active
Company Type For Profit
Founders  Edward R. Maher
Phone Number (419) 358-8060 x153
Contact Email cwmg@lpl.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 19
News
Technology
View Tech Report

IT Spend

$37.1KThis year, Citizens Wealth Management Group is projected to spend $37.1K on IT, according to Aberdeen.

Active Website Tech Count

31Citizens Wealth Management Group is actively using 31 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Citizens Wealth Management Group's headquarters? Citizens Wealth Management Group is located in Bluffton, Ohio, United States.Who are Citizens Wealth Management Group's competitors? Alternatives and possible competitors to Citizens Wealth Management Group may include Charles Schwab, LPL Financial, and  Edward Jones.
Who We Are
What We Do
Helpful Links
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