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.
Team Receives Awards for Top Performance Among Hundreds of Credit Unions across the Country EXTON, PA – Citadel announced that four of its Wealth Management representatives affiliated with Registered Investment Adviser CUSO Financial Services, LP (CFS) were each awarded the prestigious CFS Gold Pacesetter Award. In addition, Citadel was honored with... Read more »
The stress involved in being a care provider for your parents is twofold: You want to make sure they're not in pain, while making sure that you don't hurt yourself financially. The balance is a delicate one. Almost a third of adults ages 40 to 59 have provided financial support to a parent in the previous year, according to a recent Pew Research report. If you're in that situation, see what you can do to help without burning through your savings or going into debt.
According to the latest Callahan & Associates “Return of the Member” ranking, Citadel gives back to its customers more than most large credit unions in the country. Callahan, an independent research firm, ranked Citadel 4th out of 268 credit unions nationwide with assets more than $1 billion. “Return of the Member” measures how well an institution provides beneficial financial products and services to its customers.
A brand new year provides the perfect opportunity to make meaningful life changes, including improved financial wellness. These five financial resolutions can help get your year off to a promising start.
Next week, Citadel will celebrate #GivingTuesday, the global day of giving that officially kicks off the charitable season and inspires people to give back. Celebrated on the Tuesday following Thanksgiving, Black Friday and Cyber Monday, #GivingTuesday unites people and organizations around the world and empowers them to make a change in their communities.
Citadel has been awarded the Joseph G. Filoromo Jr. Community Service Award from the Western Chester County Chamber of Commerce (WCCCC). Mike Schnably, Senior Vice President at Citadel, accepted the award at the WCCCC’s Annual Dinner and Centennial celebration on Thursday, November 17.