Your Future, Your Plan
Ruthanne Monteleone, CFP®, Senior Financial Advisor
CUSO Financial Services, L.P.*
Partner with Ruthanne to implement a personalized financial strategy that can help you reach your financial goals.
Together, we’ll implement your financial plan.
“As a CERTIFIED FINANCIAL PLANNER™** professional, it is my responsibility to evaluate, develop, and implement a financial plan that suits your individual needs as a client. Since everyone’s situation is unique, my objective is to provide personalized solutions for both your short-term and long-term financial goals. Whether it is by accumulating retirement savings, growing assets tax-efficiently, creating an income stream to supplement Social Security, or maintaining and transferring your legacy, I strive to both educate and guide my clients through all aspects of the planning process. I look forward to building long-term relationships with my clients through consistent communication and superior service.”
Check the background of this financial professional on FINRA’s BrokerCheck.
Ruthanne cares about her clients and has formed trusting, long-lasting relationships. She works to make sure her clients’ financial strategies are personalized to their specific needs and goals. Ruthanne holds a Bachelor of Arts degree from West Chester University.
- Series 7 General Securities Representative
- Series 63 Uniform State Law
- Series 65 Investment Advisor Representative
- Life/Accidental and Health Insurance Licensed in Pennsylvania
- Securities Licensed in the following states: Massachusetts and Pennsylvania.
Ruthanne's regional coverage includes Citadel’s Eagle, Chester Springs, Phoenixville, Limerick and Paoli offices.
Schedule your complimentary consultation, today.
Contact Ruthanne to set up a consultation.
Phone: (610) 466-6986
Fax: (610) 466-6432
Assistant: Kirstie Primus, (800) 666-0191, ext. 7270
Financial planning with one focus: you.See Our Services
*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.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.