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Four Citadel CFS Advisors Recognized by Philadelphia Magazine in 2018
EXTON, Pa. — Four of Citadel’s CFS Advisors were recognized by Philadelphia Magazine as 2018 “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 wealth management team, available through Registered Investment Advisor CUSO Financial Services, LP (CFS), offers a wide range of financial planning services to Citadel’s customer base. The four advisors, who serve Citadel members across the Greater Philadelphia area, have been named on the list for several years. Citadel’s wealth management team offers services such as wealth and estate planning, IRA rollover assistance, and retirement planning.
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.
“I am extremely proud of these advisors for being recognized and standing out in what is a competitive local landscape,” said Jim McCrudden, vice president, Citadel. “They each give personalized, sound financial advice and research to their clients every day. It is inspiring to see their efforts receive recognition such as the Five Star list.”
These four advisors serve clients across the region and operate out of a few different Citadel offices:
Citadel provides banking, investments, and insurance services to more than 200,000 customers. At over $3 billion in assets, it is one of the area’s largest locally owned financial institutions, proudly serving residents of Bucks, Chester, Delaware, Lancaster, Montgomery, and Philadelphia counties. Citadel ranked first in the 2018 Callahan & Associates Return of the Member scoring index among all credit unions in Pennsylvania, and has been named one of the best performing credit unions in the nation by SNL Financial. For more information, visit CitadelBanking.com.
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.
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.
Citadel provides banking, investments, and insurance services to more than 200,000 members. At $3.8 billion in assets, it is one of the area’s largest locally owned financial institutions, proudly serving residents of Bucks, Chester, Delaware, Lancaster, Montgomery, and Philadelphia counties. Citadel ranked first in the 2019 Callahan & Associates Return of the Member scoring index among all credit unions in Pennsylvania, and was named one of the best performing credit unions in the nation by SNL Financial. For more information, visit CitadelBanking.com.