TWO CITADEL WEALTH MANAGEMENT REPS NAMED ‘TOP 100’ IN NATION

February 22, 2017 9:16 am Published by Comments Off on TWO CITADEL WEALTH MANAGEMENT REPS NAMED ‘TOP 100’ IN NATION

 

TWO CITADEL WEALTH MANAGEMENT REPS NAMED ‘TOP 100’ IN NATION

Nationwide Ranking Lists John Kane and Kevin McDermott as Top Advisors

EXTON, PA, February 22, 2017 — 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 number 35, and Kevin J. McDermott of West Chester, Pa. was listed as 76. They are ranked among the top bank and credit union advisors in the nation based on several factors including 2016 total revenue, business growth, amount of fee business, and asset management.

“I’m extremely proud of this well-deserved recognition for both John and Kevin,” said Jim McCrudden, Vice President, Investment Services at Citadel, “They are dedicated, hard-working advisors who place clients’ concerns well above their own.”

Bank Investment Consultant Magazine is a leading online publication for bank and credit union wealth managers with investment-related news and analysis. The magazine ranks the top 100 bank and credit union advisors in the nation each year.

This is the ninth year Kevin has been listed on the “Top 100” and the third year for John.

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.

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Citadel provides banking, investments, and insurance services to more than 190,000 customers and nearly 400 companies. At over $2.8 billion in assets, it is one of the area’s largest locally owned financial institutions, proudly serving residents of Bucks, Chester, Delaware, Lancaster, Montgomery, and Philadelphia counties. Citadel was ranked fourth in the nation in the 2016 Callahan & Associates Return of the Member scoring index among 268 credit unions with more than $1 billion in assets, and was named one of the best performing credit unions in the nation by SNL Financial. For more information, visit CitadelBanking.com.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), and Sorrento Pacific Financial, LLC (“SPF”), registered broker-dealers (Members FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisors. Products offered through CFS/SPF: are not federally insured, are not guarantees or obligations of credit unions or banks, and may involve investment risk including possible loss of principal. Credit unions and banks contract with CFS/SPF to make non-deposit investment products and services available to credit union members or bank clients.


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