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Seth Borders | Senior Financial Advisor

CUSO Financial Services, L.P

SethBorders@CitadelBanking.com
Direct: (484) 713-3626
Fax: (610) 466-6432
Assistant: Elise Parker

 

 

“My objective is to provide you with the necessary knowledge, guidance and service to help you manage your wealth in a manner consistent with achieving both your short- and long-term goals.

After discussing your individual situation and uncovering your specific needs, we will review and try to implement an investment strategy that is the best fit for you. I believe that a consistent, disciplined approach to wealth management is the key to long-term success.”

Seth works one-on-one with Citadel members and the local community to design and implement a customized financial plan tailored to try to meet their specific goals. Seth joined Citadel in 2013 and has been working with investments and retirement accounts since 2009. He is a graduate of Clemson University achieving a Bachelor of Science Degree in Accounting.

Coverage includes the South Coatesville, Parkesburg, Oxford and Lancaster offices.
Securities Licensed in the following states: MD and PA.

Series 7 General Securities Representative
Series 66 Uniform Combined State Law
Life/Accident and Health Licensed in PA

 
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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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