Our Investment Team
Citadel customers have access to the knowledge and expertise of our award-winning, CFS-registered* investment representatives. No matter which stage of life you’re in, our advisors 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.
Personal Service You Can Count On
We know that retirement planning can be overwhelming. At Citadel, we believe you deserve a retirement plan that you can understand. That's why we've simplified the process. Our team of dedicated Financial Advisors will work with you to build a plan that's right for you.
Our CFS* Investment Team
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*Agreements and Disclosures
*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 or legal professional.
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