Citi Personal Wealth Management — Contact Us

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Have Questions? Please call 1-877-693-4543. TTY: We accept 711 or other Relay Service.

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As described in the Citigroup Global Markets Inc. (CGMI) Descriptive Brochure (also known as Form ADV) for Financial Planning, the preparation and delivery of a comprehensive written Financial Plan tailored to the client’s individual financial circumstances constitutes an investment advisory relationship. The investment 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 the written Financial Plan, there is no obligation on the part of the client or CGMI to implement the written Financial Plan.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products 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). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc.

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