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Individual Investment Programs

 
Financial Strategies

It is the goal of our Financial Services Division, as a part of the Citadel Trust Team, to provide our clients with personalized financial strategies. These need-based solutions can act as a map to help guide you through the many life changes and important decisions that influence one’s financial portfolio.
 
 
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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.