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Kevin McDermott | Wealth Advisor

CUSO Financial Services, L.P

KevinMcDermott@CitadelBanking.com
(800) 666-0191 Ext. 3391
Direct Line: (610) 466-6440
Fax: (610) 466-6432
Assistant: Cindylou Einsig and Andrew
Norton



 

 


“I specialize in the design and implementation of strategies that manage personal wealth. Over the past 25 years here at Citadel, I’ve developed deep, consultative relationships with my clients and helped them make sound financial decisions consistent with their risk tolerance, investment timeline and goals.

I have always put the interests of my clients first. Working together we create a customized plan to help achieve key financial goals such as: wealth accumulation during your working years, security and independence in your retirement, and the efficient transfer of your accumulated wealth to your loved ones.”

As a CFS* Investment Advisor, Kevin assists members with asset management, college and retirement planning, estate planning and wealth preservation. He is a graduate of Widener University and was named one of the Top 50 Investment Consultants in 2006, 2008, and 2010-2015 by Bank Investment Consultant Magazine. Kevin is also Philadelphia Magazine’s 5-Star Award Winner**, 2012 –2015.


Kevin works out of the Citadel Wealth Management Center in West Chester.

Securities Licensed in the following states: CA, CO, DE, FL, GA, HI, ME, MD, MI, NV, NJ, NY, NC, OH, PA, SC, TX and VA.

**Five Star Professional is an independent third party research firm. The five star award in not indicative of an individual's performance. Inclusion on the five star list should not be construed an endorsement by Five Star Professional or the magazine. Visit www.fivestarprofessional.com for information on research/selection methodology.

 
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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.
 


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