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Your Future, Your Plan
Kirstie Primus, Financial Advisor
Kirstie Primus
CUSO Financial Services, L.P.*
Partner with Kirstie to implement a personalized financial strategy that can help you reach your financial goals.
Together, we’ll implement your financial plan.
"As a CFS Financial Advisor, my main objective is to help each client meet their unique goals in a way that makes them feel comfortable and secure. I have spent the past 17 years here at Citadel in this profession working with clients like you, and I am dedicated to building lasting connections. My experience and qualifications allow me to guide you through your wealth management and investment needs. Let's start a discussion and look to design a plan for your unique objectives."
Check the background of this financial professional on FINRA’s BrokerCheck.
About Kirstie
Kirstie studied Finance at Immaculata University. When she's not working with clients, she loves going on adventures and creating memorable experiences with her family. They enjoy camping together, kayaking, hiking, and are fond of all outdoor activities.
- Series 7 General Securities Representative
- Series 63 Uniform State Law
- Series 65 Investment Advisor Representative
- Life/Accidental and Health Insurance Licensed in Pennsylvania
- Securities Licensed in 22 states
Regional Coverage
Kirstie's regional coverage includes Citadel’s two Lancaster branches on Rohrerstown Road and Granite Run Drive.
Schedule your complimentary consultation today!
Partner with Kirstie to implement a personalized financial strategy that can help reach your financial goals. Since everyone’s situation is unique, her objective is to provide personalized solutions for both members short-term and long-term financial plans.
Email: KirstiePrimus@CitadelBanking.com
Phone: (610) 380-6005
Build strength for your financial future.
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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.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
