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Citadel's Investment Group
Citadel has a professional team of Registered Investment Representatives to assist you with all of your investment questions and needs.
Citadel's Investment Group
 
Investment and Retirement Planning
We can help you meet your financial needs and meet the four key financial goals.
Investment and Retirement Planning
 
Online Tools
Citadel provides convenient tools for managing your Citadel investments. Enjoy online trading and a complete view of your accounts with our online tools.
Member Portfolio View
eVision Online Trading
Investment Calculators
 
     
Citadel Insured Investment Products
Citadel offers a full line of insured investment options for your short and long-term investment needs.
Certificate of Deposit
Money Market
IRA
Consultation Request Form
 
Education Funding
Providing for the education of a child can be a challenge. However, with the right plan it is achievable. Talk to a representative to review your specific situation and identify options.
Education Funding
Coverdell Education Savings Account
Consultation Request Form
 
IRA Rollover Planning
An important decision to make when leaving one job for another is determining the best option for rolling over the funds in your previous retirement plan. We can help you to understand every option.
IRA Rollover Planning
Consultation Request Form
 
     
   
*Investment products and services offered through CUSO Financial Services, L.P., (CFS), an independent broker/dealer and SEC registered Investment Advisor; are not NCUA/NCUSIF insured, not Credit Union guaranteed and may lose value. Citadel is in partnership with CFS. Representatives are employed by Citadel and registered through CFS. (Member FINRA/SIPC).
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