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Citadel Financial PlanningFinancial advisor in Fuquay-Varina, NC

Citadel Financial Planning is a financial advisor at 145 S Main St Ste 200, Fuquay-Varina, NC 27526, ranked #17 of 198 financial advisors in Fuquay-Varina and rated 5.0 from 12 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Fuquay-Varina, NCUpdated 0 paid placements in any rankingHow we rank

Call (984) 600-1002Website ↗

Key facts

Key facts about Citadel Financial Planning
Address145 S Main St Ste 200, Fuquay-Varina, NC 27526Get directions
Phone(984) 600-1002
Websitecitadelfp.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 4 PM
Google rating5.0 from 12 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Fuquay-Varina and 10 towns within 25 miles: Holly Springs, Apex, Garner, Cary, Raleigh, West Raleigh, Morrisville, Clayton, Sanford and Knightdale.

Based in Fuquay-Varina, NCView on map

Opening hours

Opening hours for Citadel Financial Planning
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Citadel Financial Planning

How is Citadel Financial Planning ranked in Fuquay-Varina?

Citadel Financial Planning is ranked #17 of 198 financial advisors in Fuquay-Varina by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Citadel Financial Planning’s hours?

Citadel Financial Planning is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Citadel Financial Planning serve?

Serves Fuquay-Varina and 10 towns within 25 miles: Holly Springs, Apex, Garner, Cary, Raleigh, West Raleigh, Morrisville, Clayton, Sanford and Knightdale. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Citadel Financial Planning?

Citadel Financial Planning has a rating of 5.0 from 12 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Citadel Financial Planning?

Call Citadel Financial Planning on (984) 600-1002. The business is at 145 S Main St Ste 200, Fuquay-Varina, NC 27526. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Citadel Financial Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Citadel Financial Planning (this business)—685.0 (12)NoNo
Steward Wealth Strategies - Raleigh Office#15684.9 (79)NoNo19.1 mi
First Horizon Bank - Cary, NC - SW Cary Pkwy#16684.9 (50)NoNo13.9 mi
SmithSandlin Wealth Planning Powered By LPL Financial#18685.0 (58)NoNo18.7 mi

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