Citadel Wealth Management Team Honored for Excellence in Investment Services


Citadel-Logo-TopCitadel has 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.

Also, Citadel was honored with the corporate Silver Keystone Award. The company and its representatives were recognized among hundreds of CFS credit union and bank programs across the country.

John Kane, Kevin McDermott, David Layo, and A.J. Hiller all received the Gold Pacesetter award, among CFS advisors nationwide. Each was credited with generating significant revenue while providing investment services to clients throughout the year.

For the 8th consecutive year, Citadel received the Silver Keystone Award, which recognizes significant production and growth of a financial institution’s investment and insurance program throughout the year. Citadel’s Wealth Management team had the highest ratio of GDC per $1 million of total deposits for the Silver asset size category.

“We’re extremely proud that our advisors were honored with this esteemed national recognition,” said Jim McCrudden, Vice President of Investment Services at Citadel. “These awards reflect the team’s hard work and dedication to provide personal, top-quality investment services to Citadel members.”

The annual awards are presented by CFS as a way to recognize outstanding investment and insurance programs for their production, commitment to superior service, and outstanding performance that helps each organization meet and exceed its goals. Citadel Wealth Services wins for significant revenue production in service to Southeastern Pennsylvania investment clients.

The team at Citadel has provided investment and insurance services to the organization’s member base for 25 years. Available offerings include retirement planning, wealth management, estate planning, business services, college savings, 401(k) and 457 rollovers, insurance, and more.

Citadel’s investment services division started 2016 with $538 million in assets under management and has increased to $625 million.

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