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Customer Support Routing Number: 231380104
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Customer Support Make a Payment Routing Number: 231380104

What is CUSO Financial Services?

Frequently Asked Question

CUSO Financial Services, LP (CFS) is a registered broker dealer that has contracted with Citadel to offer non-deposit investment products and services.

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Service

Financial Planning Services

CFS Financial Advisors at Citadel offer professional analysis, sound financial guidance, and personalized, professional planning services to help you meet your short- and long-term financial goals.

Service

IRA Rollover Assistance

Together we’ll navigate how to best initiate your rollover, if appropriate, and help reduce tax liability in the event of severance from employment, termination, or retirement after years of service.

Service

Retirement Planning

The experienced CFS* investment advisors at Citadel can help you plan for your future with investment strategies and retirement income planning customized for your needs.

Routing #

231380104

Branch Hours: 8:30 a.m. - 5 p.m. Mon - Thurs

Friday: 8:30 a.m. - 7 p.m.

Saturday: 9 a.m. - 2 p.m.

Citadel Headquarters

520 Eagleview Boulevard

Exton, PA 19341

(800) 666-0191

Customer Service