This is determined by how much money you have in Citi accounts (whether checking and savings accounts or investing and retirement accounts). You can register for a personal wealth management account with Citi whether you are a new or existing user.īut the depth of financial advising you qualify for depends on which investment program you are a part of (if any). Find out here if Citi’s personal wealth management division is right for you. You do not need to be a high-net-worth individual or experienced investor to get started. (CGMI), member SIPC.Ĭiti Personal Wealth Management provides wealth management services through Synergy Advisors Group. Founded in 1964, Citi Personal Wealth Management offers investment products through Citigroup Global Markets Inc. Also called Citigroup, this global corporation reported $17 billion in revenue in Q4 2021 and $71.9 billion for the year.Ĭitibank, the consumer division of Citi, was named the world’s best supply chain finance bank at the Global Finance Trade Finance Awards. Check out the advisors’ profiles, interview them on the phone or in person and choose who to work with in the future.Ĭiti is responsible for managing over $282 billion in assets as of 2022.Watch the tool match you with up to 3 financial advisors who can provide expertise based on your specific goals.Answer few easy questions about your current financial situation.Use the Smart Asset tool to get matched with up to 3 pre-screened financial advisors in your area: □ Financial Advisor Tool: Planning for retirement can be overwhelming. Is it going to be the next step in your investment strategy? Read everything you need to know about this account. We’re bringing you an in-depth review of the Citi Personal Wealth Management account. Specifically, what this institution brings to the table for personal wealth management. But today, we’re talking about a big bank known for its deposit accounts: Citibank. When you think of wealth management accounts, you might think of large investing-focused firms like Edward Jones, J.P. Opinions and product recommendations on APYGUY are those of our writers and have not been influenced, reviewed or approved by any advertiser. Full disclosure: We may receive financial compensation when you click on links and are approved for products from our advertising partners.
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