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Ruthanne Monteleone | Senior Financial Advisor

CUSO Financial Services, L.P

RuthanneMonteleone@CitadelBanking.com
(800) 666-0191 Ext. 3325
Fax: (610) 466-6432
Assistant: Kirstie Primus

“As a financial advisor, it is my responsibility to evaluate, develop, and implement a financial plan which suits your individual needs as a client. Since everyone’s situation is unique, my objective is to provide personalized solutions for both your short-term and long-term financial goals. Whether it is by accumulating retirement savings, growing assets tax-efficiently, creating an income stream to supplement Social Security, or maintaining and transferring your legacy, I strive to both educate and guide my clients through all aspects of the planning process. I look forward to building long-term relationships with my clients through consistent communication and superior service.”

Ruthanne has a Bachelor of Arts degree from West Chester University.




Coverage includes Eagle, Chester Springs, Phoenixville, Limerick and Paoli offices.

Series 7 General Securities Representative
Series 63 Uniform State Law
Series 65 Investment Advisor Representative
Life/Accidental and Health Insurance 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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