Arial view of Lake Sumter Landing, The Villages, FL.

Wealth Management

Citizens First Wealth Advisors

Effective May 13, 2024, our office at 2505 Burnsed Boulevard will relocate to:
2615 West Torch Lake Drive, The Villages, FL 32163.
Having a skilled wealth advisor who can help you navigate today’s economic times can make all the difference in protecting your assets, reaching your goals and building a secure future for you and your family. Our wealth advisors are skilled in custom tailoring a portfolio that balances your needs for growth, income and any other factors that are important to your financial health and peace of mind. So whether you have an existing investment portfolio or just getting started, turn to Citizens First Wealth Advisors for the expertise and resources to accomplish all of your investment needs.

Turn to us for access to:

  • Retirement Accounts*
  • Mutual Funds*
  • Annuities*
  • Stocks*
  • Bonds*
  • Life Insurance*
  • Long-Term Care Insurance*

Your Hometown Wealth Advisors


*Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Citizens First Wealth Advisors is a trade name of Citizens First Bank. Osaic Institutions and Citizens First Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.