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Our CFS* Financial Advisors are able to meet with you at any Citadel location to discuss your retirement goals. Fill out the form below to get in touch with the Retirement and Wealth Management Team.

Referral Disclosure

*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 the credit union, 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 credit union members.