Citadel Financial Planning - Fuquay-Varina, North Carolina

Aimee H.

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!

Red H.

Citadel Financial is an investment advisor you can trust with your future! I've known Brenan for the past 6 years and he's currently managing my company's 401k and my retirement accounts. Brenan follows the markets closely, utilizes the newest and most advanced tech on tax planning and personal finance that gives you the right information to build a financial fortress that will last for generations. I couldn't recommend Brenan more!

Brent B.

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.

Nolan P.

Brenan and Carson are super knowledgeable and make managing assets easy. As a small business owner, their assistance gives me the peace of mind for myself and my business.

After the passing of my mother, they were crucial in helping me sort everything out for me and my father.

Ashley S.

Brennan and his team are fantastic! They utilize the fastest technology to help their clients get the most out of their money. Brenan is impressively knowledgeable about finances and the various tools of the industry. I'd recommend him to anyone!

Michelle M.

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!

Dave B.

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.

David M.

Genuinely good people! Experience combined with a creative approach isn’t easy to find. Attention to detail is impeccable. In a world where so many just want to sell you insurance or push everyone to an annuity, Citadel is a breath of fresh air! Helping with investments (including real estate when appropriate) and in-depth tax planning.