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Help Planning Your Financial Future Now
Robert Elwell, Senior Financial Advisor
CUSO Financial Services, L.P.*
Partner with Robert to create a unique plan for your financial well-being, for now and for years to come.
Helping Clients Navigate Their Financial Futures
“I am a Financial Advisor who assists individuals, families, and small business owners in navigating the accumulation, preservation, and distribution phases of their lives. By taking a planning-oriented, goals-based approach to my clients' financial well-being, I am able to deliver strategies and plans that not only help my clients succeed in life, but also provide a measure of confidence in their financial future as well.”
Check the background of this financial advisor on FINRA’s BrokerCheck website.
About Robert
Whether working with individuals, families, or small business owners, Robert takes his clients’ unique circumstances into consideration, helping to guide and inform their immediate and future plans and goals for results that will be most beneficial to them.
He holds a Bachelor of Science degree in Economics from Penn State University.
Certifications
- Life, Accident, and Health Insurance Licensed in PA
- Series 7 General Securities Representative
- Series 66 Investment Advisor Representative
Regional Coverage
Robert’s regional coverage includes Citadel’s Springfield and Brookhaven offices.
Schedule your complimentary consultation today!
Robert takes his clients’ unique circumstances into consideration, helping to guide and inform their immediate and future plans and goals for results that will be most beneficial to them. Partner with Robert to create a unique plan for your financial well-being, for now and for years to come.
Email: RobertElwell@citadelbanking.com
Phone: 610-380-6008
Assistant: Grant Gaugler, (610) 380-6000, ext. 7280
Explore our financial planning services and options.
Get Started*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.
