Learn about how to manage your personal finances and much more by contacting Daniel Callahan today!

Schedule A Consultation with Daniel Callahan, CRC®, Senior Financial Advisor

Working with you one-on-one, Daniel focuses on what to prepare before retirement and how to manage your finances during retirement years.

*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 guarentees or oblibations of the credit union, and may involve investment risk including posslibe 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.