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    • Helen Wong
      Director – Wealth Management
      Senior Wealth Advisor
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Contact the Wong, Wang, Ma Group

Wealth Advisors:

Helen Wong
Director – Wealth Management
Senior Wealth Advisor

  • Phone: (212) 274-8075

E-Mail: helen.y.wong@citi.com

See Profile for Helen Wong

164 Canal Street
New York, NY 10013

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164 Canal Street
New York, NY 10013

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Kelly Ma
Vice President – Wealth Management
Senior Wealth Advisor

  • Phone: (212) 274-8075

E-Mail: xing.hong.ma@citi.com

See Profile for Kelly Ma

164 Canal Street
New York, NY 10013

Get Directions to 164 Canal Street

164 Canal Street
New York, NY 10013

Get Directions to 164 Canal Street

(Joy) Yi Zhou Wang
Vice President – Wealth Management
Senior Wealth Advisor

  • Phone: (212) 274-8075

E-Mail: joy1.wang@citi.com

See Profile for (Joy) Yi Zhou Wang

164 Canal Street
New York, NY 10013

Get Directions to 164 Canal Street

164 Canal Street
New York, NY 10013

Get Directions to 164 Canal Street

Client Service Associates:

Yim (Jenny) L. Wong
Client Service Associate

  • Phone: (212) 274-8075

E-Mail: jenny1.wong@citi.com

164 Canal Street
New York, NY 10013

Get Directions to 164 Canal Street

164 Canal Street
New York, NY 10013

Get Directions to 164 Canal Street

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  • Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
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Please review both of these important documents online at https://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

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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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Citigroup Inc. and its affiliates do not provide tax or legal advice. 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). Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

© 2024 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.