Helping You Invest in Your Future
Invest at Citadel, Available Through CUSO Financial Services, L.P. (CFS*)
From building college savings and growing your nest egg during working years to retirement planning and asset management—our CFS Financial Advisors offer personalized financial services and recommendations to help you prepare for every stage of life.
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.
Our Investment Team
Schedule a complimentary consultation with a CFS advisor at Citadel to help you manage your assets, create your retirement plan, and guide you toward your financial goals.
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.
Estate Planning & Wealth Transfer
We’ll help plan your estate allocation and work to ensure a smooth transition when a loved one passes away. We assist in transferring wealth to beneficiaries through tax-efficient strategies.
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.
Talk to An Investment Advisor
Qualified investment professionals are able to meet with you at each Citadel location. Find an advisor registered through our broker-dealer CUSO Financial Services, L.P. (CFS*) at a Citadel location near you.