Citadel Credit Union Partners with Cetera Investment Services
Citadel Credit Union is excited to announce its transition of the wealth management team to Cetera Investment Services, LLC, a well-respected broker-dealer with proven competence in assisting credit unions and banks. This strategic alliance enhances Citadel's dedication to providing exceptional financial services and contributes to the overall financial growth of its members.
A New Era in Wealth Management
Following the recent consolidation affecting its previous broker-dealer, Citadel seizes the opportunity to collaborate with Cetera. This partnership represents a refined approach to wealth management, ensuring a robust platform that enables Citadel to offer world-class financial solutions. By selecting Cetera, Citadel commits to empowering its members with enhanced resources and services aimed at improving their financial well-being.
Commitment to Excellence
As stated by Sheri Perkins, Senior Vice President at Citadel, this partnership marks a pivotal moment, elevating their wealth management program through expanded solutions and improved technology. The careful evaluation process ensured Cetera was selected for its unmatched expertise in bank-based programs, aligning perfectly with Citadel’s growth strategy to enhance member services.
Expertise and Tailored Solutions
LeAnn Rummel, President and CEO of Cetera, noted that their organization prides itself on being the primary resource for financial institutions aiming to boost their wealth management offerings. Cetera's experience in working with credit unions lends itself to crafting tailored solutions that serve both advisors and members, ensuring a collaborative approach to financial wellness.
Enhanced Resources for Members
This partnership will significantly elevate the resources available to Citadel's members. The wealth management team at Citadel is composed of over 20 highly accredited professionals dedicated to providing personalized service, innovative tools, and holistic financial solutions. Members will reap the benefits from this collaboration, which outlines a clear path toward improved financial health.
Mission-Driven Growth
Citadel’s President and CEO, Bill Brown, emphasized that this collaboration signifies the commitment to delivering superior support and services for members and advisors alike. The partnership with Cetera is a strategic move that aligns with Citadel's ambitions for growth and the overarching goal of equipping members with high-value products and expert guidance.
The Future of Citadel Credit Union
This new collaboration underscores Citadel Credit Union's ongoing mission to foster strength, stability, and financial empowerment within its community. With Cetera's robust platform, Citadel is positioned to continue its trajectory of growth, offering its members and advisors top-tier services and opportunities.
About Citadel Credit Union
Citadel Credit Union is a member-owned, not-for-profit financial institution serving over 260,000 members and managing $6 billion in assets. Recognized as one of the largest credit unions in the Greater Philadelphia area, Citadel is committed to providing comprehensive banking, investment, and insurance services. The institution takes pride in its reputation, having been awarded various accolades for excellence in service and workplace quality.
Frequently Asked Questions
What is the significance of Citadel's partnership with Cetera?
The partnership enhances Citadel's wealth management program, providing members with better resources and services.
How will this collaboration benefit Citadel members?
Members will enjoy expanded resources, personalized services, and innovative financial solutions aimed at improving their overall financial health.
Who are the key executives involved in this partnership?
Sheri Perkins, LeAnn Rummel, and Bill Brown are key executives sharing insights into this transformative collaboration.
What is Citadel Credit Union's mission?
Citadel aims to foster strength, stability, and financial empowerment among its members through quality services and community engagement.
What awards has Citadel Credit Union received?
Citadel has been recognized by Newsweek, Fortune, and Forbes for its outstanding service and as a great place to work.
