Invest on your own with our support.
Customize the Support You Need. Citi Personal Wealth Management offers a wide range of online investing and financial planning services for both the self-directed, do-it-yourself investor and to those who may want professional guidance from time to time. Citi Personal Wealth Management Financial Advisors are here for you with professional guidance when you want it. You can reach us at 1-877-357-3399.
Whether or not you receive professional guidance, you can choose from an array of financial portfolio products, including mutual funds, exchange–traded funds (ETFs), fixed–income investments, equities, options, individual retirement accounts (IRAs), 529 plans and select investment advisory products.
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