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Professional Investment Guidance

Your personal Financial Advisor is part of a team with access to other professionals, offering:

  • Financial planning as part of the Citi Clarity® process can include, but is not limited to, retirement planning, education planning, and trust and estate planning needs
  • Wealth accumulation, wealth preservation and transfer
  • Capital markets, alternative investments and international investing
  • Investment advisory programs such as separately managed accounts and portfolio management programs
  • Business owner services such as cash management, business retirement plans, insurance needs and help with succession planning

Learn more about the background of Citigroup Global Markets, and its registered/licensed professionals at Finra BrokerCheck.

Global Resources

You’ll have access to leading professionals and extensive global resources of Citi, including research from Citi Investment Research and Analysis as well as reputable third–party research.

Our Financial Advisors stay up–to–date with insights from Citi’s Global Investment Committee, which utilizes a disciplined process for evaluating investment managers and analyzing market conditions.

We’ll also help you stay abreast of the latest market news and understand how it affects you and your investments, with timely newsletters, articles and alerts.

INVESTMENT AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Citigroup and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

This service can include an investment advisory relationship limited solely to the preparation and delivery of a Financial Plan, a comprehensive written financial plan tailored to the client's individual financial circumstances. The advisory relationship terminates either when CGMI delivers a Financial Plan to the client or as otherwise described upon notice or information received from CGMI. Upon delivery of a Financial Plan, there is no obligation on the part of the client or CGMI to implement the Financial Plan. To learn more, see the financial planning service as described in our Citi Clarity brochure.

Citi Investment Research & Analysis is a division of Citigroup Global Markets

Citi Personal Wealth Management is a business of Citigroup , which offers investment products through Citigroup Global Markets (CGMI), member . Insurance is offered through Citigroup Life Agency LLC (CLA). In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, are affiliated companies under the common control of Citigroup Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup or its affiliates, used and registered throughout the world.

Share Your Screen With A Phone Representative

During your call, you may be asked to share your screen for a faster, more efficient experience. If you agree, the phone representative you're speaking with will give you a Service Code to enter below.

If you need assistance from a Citi representative, contact us via chat or phone

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Share Your Screen With A Phone Representative

During your call, you may be asked to share your screen for a faster, more efficient experience. If you agree, the phone representative you're speaking with will give you a Service Code to enter below.

If you need assistance from a Citi representative, contact us via chat or phone