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Individual Investment Programs

 
Investment Strategies

It is important to have a method of investing that is personalized to your goals and desires. That is why we offer tailored asset allocation programs that can match your risk tolerance to the appropriate financial vehicle. Some of the alternatives for saving that we offer are many types of:

  • Mutual Funds
  • Annuities
  • Risk Management Programs
  • Life Insurance
  • Brokerage Accounts
We also offer a full range of banking products!

For more information please contact us at 1-800-332-2963.
 
 
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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.