Financial Advisors

Why should I Invest with a Financial Advisor?

A Personal Touch

Your Financial Advisor will get to know you and understand your unique circumstance. They will answer your questions, address your concerns, make sure you understand your investments and provide an appropriate asset allocation. Citigold clients automatically get a Wealth Advisor as part of their dedicated Wealth Team.

Professionals Working for You

Our experienced Financial Advisors are trained through the Citi | Wharton advanced wealth management program and are conveniently located in a branch near you or available by phone.

Planning for Your Future

A Financial Advisor can help you plan for big moments in your life like retirement and education. For clients with more complex needs and higher levels of wealth, Financial Advisors can help plan for much more, including asset protection, trusts, and wealth transfers.

Your Financial Advisor will create a comprehensive and flexible financial plan to explore the what-ifs in your life.

Prioritize your goals

Organize your financial needs, wants and wishes.
Explore the possibilities

Run planning scenarios and test different ideas.
Implement your plan

Put your chosen strategy into action.
Track your progress

View your completed plan and make changes as your life evolves.

Confidence Score

What is your confidence score?

Access a wide variety of investment and insurance products

We offer a wide range of investment and insurance products and services that can help you work toward achieving your investing goals.

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Stocks, Bonds and Mutual Funds
Retirement Savings
Sophisticated Products for Complex Needs

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Utilize Our Global Resources

You and your Financial Advisor have access to leading investment strategists and the extensive global resources of Citi, including research from Citi Investment Research and Analysis as well as reputable third-party research.

Stay Up to Date

Our Financial Advisors gain insights from Citi's Global Investment Committee. You can keep up with the latest market news and financial planning trends.

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Find a Financial Advisor

Just enter your zip code, find a Citi branch near you, and click “view details” to view the Financial Advisor contact info.

Find a branch

Or call 1-877-357-3399/TTY 1-800-788-6775

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 • MAY BE SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you

• Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
• Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at http://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200. TDD/TTY: 1-800-788-6775.

As a Citigold client and as a Citi Priority client, you can receive banking and lending services, including The Citigold Account Package, from Citibank, N.A. (“Citibank”), Member FDIC and Equal Housing Lender NMLS#, along with financial planning and investment products as a client of Citi Personal Wealth Management, a business of Citigroup Inc. that offers investment guidance, products, and services through Citigroup Global Markets Inc. (“CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number OG56746). Citigold Relationship Managers are employees of Citibank and are employees and registered representatives of CGMI. Citi Priority Advisors are Citi Personal Wealth Management Financial Advisors and are employees and registered representatives of CGMI. Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

Citigroup Inc. 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.

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

Invest With a Financial Advisor

Why should I Invest with a Financial Advisor?

A Personal Touch

Professionals Working for You

Planning for Your Future

Your Financial Advisor will create a comprehensive and flexible financial plan to explore the what-ifs in your life.

Prioritize your goals

Explore the possibilities

Implement your plan

Track your progress

Confidence Score

Access a wide variety of investment and insurance products

Utilize Our Global Resources

Stay Up to Date

Find a Financial Advisor

Why Citi

Wealth Management

Business Banking

Rates

Help & Support

Share Your Screen With A Phone Representative

Share Your Screen With A Phone Representative