What Will Your Retirement Look Like?
We Want to Get to Know Where You Want to Go
At Citadel Credit Union, we understand the road to retirement is different for everyone and we want to help you figure out what yours will look like. Our award-winning team of CFS* Financial Advisors will help you build a personalized retirement plan that’s unique to your situation, lifestyle, and goals.
For Robert, that meant finding the time to craft his masterpiece.
For Pam, that meant traveling the world.
For James, that meant building a nest egg for his family.
Let's make sure your plan is ready.
As our valued member, you receive a complimentary consultation, including:
- Retirement Income Preparation
- Social Security & Medicare Review
- Investment Management
- Legacy & Estate Mapping
Check the background of this firm on FINRA’s BrokerCheck.
Our Planning Approach
Your needs are our number one priority. When you meet with one of our CFS* Advisors, we will start by discussing your current financial situation and goals to determine the best course of action. Whether you are currently preparing for retirement or it’s a long way off, it's never too early or too late to start planning.
- Discuss Goals & Concerns
- Assess Your Financials
- Implement Your Plan
- Monitor & Review
Hear From Our CFS* Professionals
We understand that navigating potentially volatile financial markets on your own can be tough, but we’re here to help make sure your retirement plan always stays on track. Hear how our Senior Financial Advisor Seth Borders and the rest of our Retirement and Wealth Management team can help you plan for the unexpected.
Contact us below to get started!
Why Choose Citadel?
Citadel is a not-for-profit credit union that exists to serve the people, businesses, and neighborhoods of Greater Philadelphia, so they can prosper. We provide our members with all things banking, plus the educational resources and guidance to build and maintain financial security.
Here’s why you should join us:
Better rates & low (or no!) fees
No tricks or hidden selling tactics
Personalized banking experiences, online & in-person
Open to anyone who lives or spends time in Southeast PA
All you need to do is open a $5 savings account to join
Our CFS* Investment Team
*Agreements and Disclosures
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members. The CFS advisors and investment program at Citadel have received numerous proprietary awards from CUSO Financial Services, LP based on sales and/or assets under management.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
The pacesetters awards recognize the top revenue producing advisors at CFS from among hundreds of credit union programs.
