Citadel CFS Advisors Recognized by Philadelphia Magazine in 2020

investments

Four Citadel CFS* Advisors have won the recognition of “Five Star Wealth Managers”

EXTON, Pa., November 9, 2020— Four of Citadel Credit Union’s CFS Advisors were recognized by Philadelphia Magazine as 2020 “Five Star Wealth Managers.” David Layo, Seth Borders, Clint Smedley, and Frank Capriotti were all on the list as top wealth managers in the Greater Philadelphia area.

Citadel’s Retirement & Wealth Management team, available through Registered Investment Advisor CUSO Financial Services, L.P. (CFS), offers a wide range of financial planning services. David Layo is a seven-year winner, and Seth Borders, Clint Smedley, and Frank Capriotti have been recognized for three years. Citadel’s Retirement & Wealth Management team offers services such as:

  • Retirement Income Preparation
  • Social Security & Medicare Review
  • Investment Management
  • Legacy & Estate Mapping

The organization “Five Star Professionals” uses its own proprietary research and methodology to recognize professionals in various industries across the area. In addition, the organization partners with Philadelphia Magazine to publish and recognize the overall winners. The list serves as a powerful tool for consumers looking to better manage their financial world or implement various financial strategies.

“Each of these advisors deserve this recognition and more. In a year unlike any other, it’s been extremely important to respond to client’s needs quickly and to put them first,” said Jim McCrudden, vice president, Citadel Retirement & Wealth Management. “Our goal is to get to know our clients so that they have a financial plan in place that meets their personal goals. Ultimately, we want them to retire with strength, and we’ll work to do that by mapping out the right steps for their personal situation.”

These four advisors serve clients across the Greater Philadelphia region and operate out of several Citadel offices:

To learn more about Citadel’s Retirement & Wealth Management team, visit CitadelBanking.com/Invest.

CONTACT:
Abigail Brooks
(610) 466-6896
AbigailBrooks@CitadelBanking.com

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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.

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*Agreements and Disclosures

View *Agreements and Disclosures

*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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

About Citadel Credit Union

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.

About Five Star Professional

Five Star Professional is an independent third-party research firm. The Five Star award is not indicative of an individual’s performance. Inclusion on the Five Star list should not be construed as an endorsement by Five Star Professional or Philadelphia Magazine. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.