Learn about how to manage your personal finances and much more by contacting David Layo today!

Schedule A Consultation with David Layo, Wealth Advisor; CUSO Financial Services, L.P.*

As a CFS* Wealth Advisor, David works closely with Citadel clients and local businesses to create financial strategies that are unique to their personal needs.

*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.