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Individual Investment Programs

 
Education Planning

If education costs continue to rise, it becomes even more important to begin an education savings strategy as soon as possible. Through Citadel’s Financial Services Division, we can offer several investment options that can help plan for your child’s educational funding needs:

  • 529 Plans
  • Coverdell Education Savings Account
  • Uniform Transfer to Minor’s Act (UTMA)
  • Alternative Investments

 
 
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Contact Information
 
8630 Delmar Blvd.
Suite 110
St. Louis, MO   63124
 
Phone: 314-997-1110
Toll Free: 800-332-2963
Fax: 314-442-0070
 
info@citadeltrust.com

 


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Investment products and services currently available to residents of: CA, CO, CT, FL, IL, IN, KS, LA, MI, MO, NJ, NY, OH, PA, TX, WI. Securities offered through a registered representative of Woodbury Financial Services, Inc., PO Box 64284, St. Paul, MN 55164-0294, (800) 800-2638, Member FINRA/SIPC. Investment products are not guaranteed or insured by FDIC, NCUA, or any other government agency, have no bank guarantee, and may lose value. Citadel Trust Advisory is separately owned and not affiliated with Woodbury Financial Services, Inc.