Helping You Invest in Your Future

Whether you’re starting to save or ready to retire, we have investment solutions to help meet your needs.

Invest at Citadel, Available Through CUSO Financial Services, L.P. (CFS*)

From building college savings and growing your retirement during working years to retirement planning and asset management—our CFS Financial Advisors offer personalized financial services and investment advice to help you prepare for every stage of life. Whether you're interested in rolling over an IRA, estate planning or simply how to manage money - our investment advisors are here to help.

Being a Citadel customer, you'll have access to your very own personal finance advisor to help guide you through process of financial budgeting, retirement savings and more. Contact an investment advisor today to schedule a complimentary consultation. 

Manage your portfolio, check quotes, make trades, and more online. Take full control of your future and manage your investments anywhere, at any time with Citadel’s convenient online investing and brokerage tools.

Check the background of this firm on FINRA’s BrokerCheck.

CFS does not provide legal or tax advice. Please consult a qualified tax or legal professional.

*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. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.

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Frequently Asked Questions

What is a financial advisor?

A professional who provides financial advice and services to clients based on their financial situation.

What is an IRA rollover?

An IRA rollover is a process that allows for moving a previous employer-sponsored retirement plan into a new retirement account.

What is CUSO Financial Services?

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

As a Citadel customer, will I have access to a personal finance advisor?

Yes, all members have access to a CFS Financial Advisor free of charge. This is one of the many benefits of having an account with Citadel.

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