Citizens National Bank Retains Freedom One Financial Group as 401(k) Plan Advisor
CLARKSTON, Mich., Feb. 20, 2012 /PRNewswire/ -- Clarkston, Mich.-based Freedom One Financial Group, a 401(k) plan recordkeeping and administrative service provider, announced today that Freedom One Investment Advisors, Inc. will provide 401(k) plan advisory services for Citizens National Bank, headquartered in Cheboygan, Mich. This new client relationship continues Freedom One Financial Group's growing partnership with financial institutions. Mark Wayne, Freedom One Financial Group President and CEO, made the announcement.
Citizens National Bank is a full-service, independent community bank serving six locations in lower northern Michigan, which include Cheboygan, Onaway, Mackinaw City, Pellston, Indian River and Alanson. The company's employee assets total $4.5 million.
Partnering with financial institutions for their 401(k) plan advisory services is a growing vertical for Freedom One. In addition to Texas-based Security State Bank & Trust, a client of Freedom One for more than a decade, the firm is continuing to expand its client portfolio with such names as Asset Acceptance, a Warren, Mich.-based leading purchaser and collector of consumer debt, and Stout Risius Ross, a premier financial advisory firm that specializes in investment banking, valuation and financial opinions, and dispute advisory and forensic services.
"We are pleased to begin 2012 with the exciting news of Citizens National Bank, a recognizable and trusted financial brand, as a client partner," said Wayne. "We look forward to continued and aggressive growth in 2012 as a result of client referrals and clients recognizing the value Freedom One Investment Advisors, Inc. provides through a prudent investment process as evidenced by our CEFEX Certification, our willingness to accept discretionary fiduciary responsibility and our unique participant advisory services."
Client List Disclaimer: This press release reflects all of our clients in the financial service industry as of this release. It is not known whether the listed clients approve of Freedom One Investment Advisors or the services provided.
About Freedom One Financial Group
With more than 20 years of successful experience, Freedom One Financial Group team members specialize in providing state-of-the-art employee communications and administrative services to more than 1,000 clients across the United States. Freedom One Investment Advisors, Inc. is a trusted 401(k) plan advisor to employees, employers and other fiduciaries who value independent and unbiased advice for their retirement plans. Plan design, implementation, and employee communication services provided by Freedom One Retirement Services. Investment advisory services provided by Freedom One Investment Advisors, a SEC-registered investment adviser. For more information, visit www.FreedomOneFinancial.com.
SOURCE Freedom One Financial Group
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