Nationwide Ranking Lists John Kane and Kevin McDermott as Top Advisors EXTON, PA – Two Wealth Advisors with Citadel’s wealth management team available through Registered Investment Adviser CUSO Financial Services, LP (CFS) earned recognition on Bank Investment Consultant Magazine’s annual “Top 100 Advisors” list. John F. Kane of Downingtown, Pa. was recognized as... Read more »
Thinking about your monthly financial picture is a great start but it isn’t enough to actually wrangle your expenses. The next move is tracking your spending on a regular basis so you can get an accurate picture of where your money is going and where you’d like it to go instead. Here’s how to get started tracking your monthly expenses.
Citadel announced today it donated more than $100,000 to the United Way of Chester County in 2016 – a total of $103,480. Donations from the company included both employee fundraising and corporate giving. Citadel’s employee fundraising goal was to reach $50k in 2016 for the United Way, and now the company is setting a new goal for 2017.
Citadel’s Jen Mack, Director of Sales, has been awarded the Chairman’s Award from the Exton Region Chamber of Commerce (ERCC) for the second consecutive year. The Chamber awarded Jen for her outstanding commitment and dedication to its mission, vision, and values. Jen has served on the Board of Directors for the ERCC since 2014.
As exciting as it is to buy a home, the lead-up can be a dizzying experience, especially for first-time buyers. But don’t fret. Breaking down the process into smaller steps can help ease your anxieties. Here’s a look at the kinds of questions you’ll want to ask yourself, as well as a few other practical tips.
Being able to bank or shop online is a great convenience, but you want to be sure you're protecting yourself before you hit “submit.” If the wrong people access your accounts, you might find yourself with a lot less money than you thought - and a lot of work to set things right. Here are six steps you can take to help make sure that doesn't happen.
As you start on the path of finding a home, having a real estate agent guide you in the process can make a difference. About 98% of buyers who used agents viewed them as a helpful source of information, according to a recent report from the National Association of Realtors, or NAR. Because an agent can help determine how much you pay for your new abode, it's important to find one who is right for you.
Citadel announced today that CUSO Financial Services (“CFS”)* registered representative Ruthanne Monteleone was recently certified by the CFP Board as a CERTIFIED FINANCIAL PLANNER™** professional. This certification identifies professionals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.
At Citadel, we’re all about giving back to the community. That’s why this year, in the spirit of #GivingTuesday, we ran an internal contest to celebrate the #UNselfie of Citadel. To participate, Citadel employees were asked to share #UNselfie submissions – a photo and a story – to highlight an organization or charity for which they show support. In turn, Citadel would donate $1,000 to the grand prize winner’s cause.
A new year brings a chance to start fresh with just about anything. If your midnight toast includes a resolution to improve your financial health, here's how to make it happen.