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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.

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. 

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.

Meet with a CFS* Financial Advisor

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Chat Face-to-Face With Citadel Video Connect

Citadel's Video Specialists are just a few clicks away with Video Connect. Skip the trip to the branch office and video chat safely and securely from your preferred location. Learn More.

On your laptop, desktop, or mobile device, our Video Specialists can help you complete almost any banking-related task:

✔ Open a new account
✔ Add a product to a current account
✔ Apply for a loan
✔ Talk to a business banking expert

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