Help Planning Your Financial Future Now

Robert Elwell, Senior Financial Advisor

Investment Advisor

CUSO Financial Services, L.P.*

Partner with Robert to create a unique plan for your financial well-being, for now and for years to come.

Helping Clients Navigate Their Financial Futures

“I am a Financial Advisor who assists individuals, families, and small business owners in navigating the accumulation, preservation, and distribution phases of their lives. By taking a planning-oriented, goals-based approach to my clients' financial well-being, I am able to deliver strategies and plans that not only help my clients succeed in life, but also provide a measure of confidence in their financial future as well.”

Check the background of this financial advisor on FINRA’s BrokerCheck website.

About Robert

Whether working with individuals, families, or small business owners, Robert takes his clients’ unique circumstances into consideration, helping to guide and inform their immediate and future plans and goals for results that will be most beneficial to them.

He holds a Bachelor of Science degree in Economics from Penn State University.

Certifications

  • Life, Accident, and Health Insurance Licensed in PA
  • Series 7 General Securities Representative
  • Series 66 Investment Advisor Representative

Regional Coverage

Robert’s regional coverage includes Citadel’s Limerick, Phoenixville, West Norriton, and Pottstown offices.

Schedule your complimentary consultation today!

Robert takes his clients’ unique circumstances into consideration, helping to guide and inform their immediate and future plans and goals for results that will be most beneficial to them. Partner with Robert to create a unique plan for your financial well-being, for now and for years to come.

Email: RobertElwell@citadelbanking.com
Phone: 610-380-6008
Assistant: Matthew Logan, 610-380-6000, ext. 3360

Contact Robert today!

Robert Elwell is an experienced Senior Financial Advisor for CUSO Financial Services available through Citadel.


*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 the credit union, 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 credit union members. 

Explore our financial planning services and options.

Get Started

*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.