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John Kane | Wealth Advisor

CUSO Financial Services, L.P

JohnKane@CitadelBanking.com
Direct: (610) 466-6890
Fax: (610) 466-6432
Wealth Associate: Amanda Juisti
Wealth Assistant: Lisa Van Cott

 

 

“My mission is to provide comprehensive wealth management services and personal financial planning solutions to achieve your objectives and exceed your expectations."

"Over the past 15 years here at Citadel, I have focused on educating my clients in regards to retirement income planning and wealth transfer strategies. I pride myself on working with clients, developing customized financial plans to try to ensure they are making the best decision(s) for their financial future. Primarily working with pre-retirees and retirees, I concentrate my efforts towards assisting clients with producing a sustainable stream of income, through time, which keeps up with their cost of living in an effort to preserve their dignity and independence in retirement."


John establishes meaningful relationships with his clients by continually putting their best interests first. John works closely with his clients to ensure their financial plan is tailored to their specific risk tolerance, time horizon and goals. A graduate of Widener University with a Bachelor’s Degree in Business Administration, John designs strategies that assist with wealth accumulation during their working years. He also assists with wealth distribution (legacy planning) with client heirs, in efforts to help his clients pass assets to their loved ones in the most tax-efficient and legal manner.



John works out of the Citadel Wealth Management Center in West Chester.
Securities Licensed in the following states: PA, NJ, DE, DC, CA, GA, HI, FL, MA, MD, MN, NC, NY, OH, SC, VA, AK, MI and TN.

Series 7 General Securities Representative
Series 63 Uniform State Law
Series 66 Uniform Combined State Law

 
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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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