COVID-19: All Branch Lobbies Are Closed, Drive-Up Access is Open
As of November 25, our branch lobbies are closed at all locations due to recent spikes in COVID-19. Our drive-up access remains open. For more information, visit CitadelBanking.com/COVID19.
Citadel’s AJ Hiller Named on Nation’s List of Top 75 Advisors
EXTON, Pa. — AJ Hiller, a Senior Financial Advisor with Citadel’s wealth management team available through Registered Investment Adviser CUSO Financial Services, LP (CFS), earned recognition on the list of the 2018 top 75 advisors in the nation from Bank Investment Consultant Magazine. AJ earned the 54th spot in the nation within the full list of Top 100 Advisors.
This is the first year that AJ has been recognized on Bank Investment Consultant’s annual list. AJ, who is from Coatesville, Pennsylvania, is ranked among the top bank and credit union advisors in the nation based on several factors including assets under management (AUM), total production, and ratio of production per AUM.
“AJ works extremely hard for clients and our business. I’m thrilled for him, he truly deserves this,” said Jim McCrudden, Vice President, Investment Services at Citadel, “His level of dedication never ceases to amaze the team. We are proud to see our advisors receive national recognition.”
Bank Investment Consultant Magazine is a leading online publication for bank and credit union wealth managers with investment-related news and analysis. The magazine ranks the top 100 bank and credit union advisors in the nation each year.
Through its contracted relationship with CFS, the team at Citadel has provided investment and insurance services to the Citadel member base for over 25 years. Available offerings include retirement planning, wealth management, estate planning, business services, college savings, 401(k) and 457 rollovers, insurance, and more.CONTACT:
*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. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.
Citadel Credit Union is a not-for-profit, member-owned financial institution that provides banking, investments, and insurance services to more than 217,000 members. At over $4 billion in assets, it is one of the Greater Philadelphia area’s largest credit unions, proudly serving residents of Bucks, Chester, Delaware, Lancaster, Montgomery, and Philadelphia counties. Citadel is recognized as a Forbes 2020 Best-in-State Credit Union and ranked first in the 2020 Callahan & Associates Return of the Member scoring index among all credit unions in Pennsylvania. In addition, Citadel has been named one of the best performing credit unions in the nation by SNL Financial. For more information, visit CitadelBanking.com.