Citadel Financial Planning

As independent advisors, the team at Citadel prioritize personalized solutions tailored to individual needs, rather than pushing limited options. Their flexibility and commitment to maintaining independence ensures that clients receives the tailored financial guidance they deserve. If you're seeking a trustworthy partner to navigate your financial journey, look no further than Citadel. On a side note, their office space is the coolest in Wake County.
Apr 28th, 2024

I have known many Financial Advisors over the years. Brenan Volpe is the first one who stayed in constant contact with me with financial updates & advice. He has advised me thru several situations which have been solid financial investments for me at the right time. If you want an investment management firm with a personal touch who make you feel like you matter, these are your people!
Mar 24th, 2024

Great advisors who use all of their resources to guide their clients. Brenan and his team have assisted us with our corporate retirement plan, tax planning and our personal financial planning.
Mar 22nd, 2024

Citadel Financial Planning is an excellent team of advisors you can trust with your and your family's future. They utilize the latest and most secure tools of the trade to ensure your investments are safe and growing. The team cares about your financial well-being and are ready to meet you where you are to plan for the future. Plus, they have an amazing office suite that, if local to the Triangle, NC area, you should definitely check out!
Mar 20th, 2024

We work closely with Brenan at Citadel Financial. If you want premium management for your finances call Citadel!
Mar 19th, 2024