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Why should I Invest with a Financial Advisor?

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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.

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Financial Advisors Working for You

Our experienced Financial Advisors are conveniently located in a branch near you or available by phone.

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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.

image of card stack

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.

image of card stack

Financial Advisors Working for You

Our experienced Financial Advisors are conveniently located in a branch near you or available by phone.

image of card stack

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.

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.

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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  • image of card stackStocks, Bonds and Mutal Funds
  • image of card stackRetirement Savings
  • image of card stackSophisticated 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.

image of card stackStay 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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image of card stackFind a Financial Advisor

Work with a professional Financial Advisor to help you plan for your goals, invest for your ideal risk, and get 1:1 financial advice

Contact a Financial Advisor >

Or call 1-877-357-3399 / TYY: 711

image of card stackAccess Financial Planning

For clients with existing Citi Wealth Advisor access. Manage your finances now and in the future by planning ahead for life’s most important milestones.

Launch Citi Wealth Advisor >

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 AND 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 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. TTY: 711.


As a Citigold client and as a Citi Priority client, you can receive banking and lending services, including The Citigold Account Package and the Citi Priority Account Package, from Citibank, N.A. (Citibank), Member FDIC and Equal Housing Lender NMLS# 412915, 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 0G56746). 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 by imposed by laws. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.