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CFS Investment Professionals

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Kevin McDermott
CFS Wealth Advisor
(800) 666-0191 Ext. 3391
Fax: (610) 466-6432

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Location:
West Chester Wealth Management Center
David Layo
CFS Wealth Advisor
(800) 666-0191 Ext. 6005
Fax: (610) 466-6432


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Location: Thorndale Wealth Management Center
Ruthanne Monteleone
CFS Senior Financial Advisor
(800) 666-0191 Ext. 3325
Fax: (610) 466-6432

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Locations: Eagle, Chester Springs, Phoenixville and Limerick, Paoli
John Kane
CFS Wealth Advisor
(800) 666-0191 Ext. 6890
Fax: (610) 466-6432

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Location: West Chester Wealth Management Center
Clinton R. Smedley
CFS Senior Financial Advisor
(800) 666-0191 Ext. 3643
Fax: (610) 466-6432

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Locations: West Chester, Brookhaven, Chadds Ford, Glen Mills
Seth Borders
CFS Senior Financial Advisor
(800) 666-0191 Ext. 3626
Fax: (610) 466-6432

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Locations: South Coatesville, Parkesburg, Oxford, Lancaster
AJ Hiller
CFS Senior Financial Advisor
(800) 666-0191 Ext. 3341
Fax: (610) 466-6432


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Locations: Downingtown, Pottstown
Frank Capriotti
CFS Senior Financial Advisor
(800) 666-0191 Ext. 7283
Fax: (610) 466-6432

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Locations: East Norriton, West Norriton and Warminster, Lansdale, Springfield
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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.
 


Check the background of this financial professional on FINRA's BrokerCheck.