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Financial Planning With One Focus.  You.

The most important aspect of successful investment, retirement and financial planning is the relationship and trust built with your financial advisor. At Citadel, we want to earn your confidence and be your financial partner. Our vision is to provide clients with the highest  quality financial solutions combined with an unparalleled service experience. 

Our highly trained CFS* investment advisors will help you design a blueprint to better organize and manage your financial life. We begin by working closely with you, spending the time needed to earn your confidence and then focusing on meeting your unique needs, preferences and goals. We look forward to beginning a new relationship with you
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 *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.

For specific tax advice please consult a qualified tax professional.
 


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