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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.

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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.

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.

*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.

Schedule a Consultation Today!

Our CFS* Financial Advisors are able to meet with you at any Citadel location to discuss your retirement goals. Fill out the form below to get in touch with the Retirement and Wealth Management Team.

Referral Disclosure

*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 the credit union, 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 credit union members. 

Our CFS* Investment Team

Robert Elwell, Senior Financial Advisor
Robert Elwell
Senior Financial Advisor
citadel-financial-credit-union-ruthanne-monteleone
Ruthanne Monteleone
CFP®, Wealth Advisor
citadel-financial-credit-union-clint-smedley
Clinton R. Smedley
CFP®, CPWA®, CLU® Wealth Advisor
investments
Seth Borders
CFP®, CPWA® Senior Financial Advisor
citadel-financial-credit-union-aj-hiller
AJ Hiller
Senior Financial Advisor
Jared Stanley, Senior Financial Advisor
Jared Stanley
CFP®, Senior Financial Advisor
Chris Scott, Senior Financial Advisor
Chris Scott
CFP®, CTFA™, Senior Financial Advisor
Joseph Herron, Senior Financial Advisor
Joseph Herron
RICP®, Senior Financial Advisor

Contact our team to start your retirement planning journey today!

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Why Choose Citadel?

forbes best-in-state credit union

Citadel is a not-for-profit credit union that exists to serve the people, businesses, and neighborhoods of Greater Philadelphia, so they can prosper. We provide our members with all things banking, plus the educational resources and guidance to build and maintain financial security.

Here’s why you should join us:

single checkmark Better rates & low (or no!) fees
single checkmark No tricks or hidden selling tactics
single checkmark Personalized banking experiences, online & in-person
single checkmark Open to anyone who lives or spends time in Southeast PA
single checkmark All you need to do is open a $5 savings account to join

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