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Citadel offers banking, and retirement and wealth management. Citadel provides services to more than 200,000 customers. As of 2020, it was the fourth largest credit union in Pennsylvania. [1] It is the second largest credit union in the Greater Philadelphia area. [1]
Exton lies at the intersection of U.S. Route 30 (formerly the Lancaster Road, and later the Lincoln Highway) and Pennsylvania Route 100 (Pottstown Pike). Beginning in the late 18th century, the Lancaster Road became a major transportation route between Philadelphia and the west, while what is now Route 100 was a regional north–south route to Pottstown.
Chart of family office services. A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with at least $50–100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations.
Commonwealth ranks highest in advisor satisfaction on Wealth Management magazine's 2016 Independent Broker/Dealer Report Card. 2017 Commonwealth is honored with the Invest in Others Corporate Philanthropy Award – Financial Institutions for the firm's grassroots initiative, Chemo Caps for Kids. 2018
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Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...
The Zook House, also known as the William and Elizabeth Owen House, built in 1750, is a historic single-family dwelling located near Exton, Pennsylvania on the property of the Exton Square Mall, on the north side of U.S. Route 30 Business. It was first listed on the National Register of Historic Places on January 1, 1976, following renovations ...
Exton station is a train station in Exton, West Whiteland Township, Pennsylvania, in the western suburbs of Philadelphia. [5] It is served by most Amtrak Keystone Service trains and one daily eastbound Pennsylvanian trip, as well as SEPTA's Paoli/Thorndale Line. This station is wheelchair-accessible with high-level platforms on both sides of ...