Helping You Invest in Your Future
Wealth & Retire
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.
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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.
Our Investment Team +
Retirement planning can be overwhelming, but our team of dedicated Financial Advisors can help simplify the process. Schedule a complimentary consultation with a CFS advisor at Citadel to help you manage your assets, create a personalized retirement plan, and build wealth and more. No matter which stage of life you’re in, we’ll help move you closer to your financial goals.
Retirement Planning +
The road to retirement is different for everyone, which is why we build plans that are unique to your situation, lifestyle, and goals. As a Citadel member you’ll receive a complimentary consultation that includes Retirement Income Preparation, Social Security & Medicare Review, Investment Management, and Legacy & Estate Planning Strategies. Let’s make sure your future is planned, together.
Financial Planning +
It’s never too early (or too late) to set financial goals but achieving them requires a clear understanding of your personal finances and what services will best support you. Citadel’s CFS Financial Advisors offer professional analysis, sound financial guidance, and personalized planning services to help meet your short- and long-term goals.
Estate Planning & Wealth Transfer +
Estate planning and wealth transfer can be a difficult topic to talk about with your family, but it is crucial to have a set plan to ensure a smooth transition when a loved one passes. Our Financial Advisors will help you through those tough conversations and will make sure you completely understand the tax-efficient wealth transfer and estate planning strategies they employ.
IRA Rollover Assistance +
Whether you’re changing jobs or looking to simplify your accounts, our Financial Advisors can help rollover your retirement savings. Rolling over to an Individual Retirement Account can allow you to keep your savings tax-deferred and typically gives you a broader choice of investments. Together we’ll navigate the best options for your retirement savings and help reduce any possible tax liability.
Talk to an Investment Advisor +
Citadel’s financial advisors, available through CUSO Financial Services, L.P. (CFS*), can help you develop a personalized plan for the years ahead to build wealth, protect your assets, and make sound decisions that move you closer to your financial goals.