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Citi Personal Wealth ManagementFinancial advisor in Plantation, FL

Citi Personal Wealth Management is a financial advisor at 8400 W Broward Blvd, Plantation, FL 33324, ranked #37 of 82 wealth managers in Plantation and rated 4.0 from 3 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Plantation, FLUpdated 0 paid placements in any rankingHow we rank

Call (954) 423-3351

Key facts

Key facts about Citi Personal Wealth Management
Address8400 W Broward Blvd, Plantation, FL 33324Get directions
Phone(954) 423-3351
Google rating4.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Plantation and 11 towns within 25 miles: Lauderhill, Davie, Cooper City, Lauderdale Lakes, Tamarac, North Lauderdale, Fort Lauderdale, Wilton Manors, West Hollywood, Pembroke Pines and Dania Beach.

Based in Plantation, FLView on map

Questions about Citi Personal Wealth Management

How is Citi Personal Wealth Management ranked in Plantation?

Citi Personal Wealth Management is ranked #37 of 82 wealth managers in Plantation by RFA Score, with 60 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Citi Personal Wealth Management serve?

Serves Plantation and 11 towns within 25 miles: Lauderhill, Davie, Cooper City, Lauderdale Lakes, Tamarac, North Lauderdale, Fort Lauderdale, Wilton Manors, West Hollywood, Pembroke Pines and Dania Beach. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Citi Personal Wealth Management?

Citi Personal Wealth Management has a rating of 4.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Citi Personal Wealth Management?

Call Citi Personal Wealth Management on (954) 423-3351. The business is at 8400 W Broward Blvd, Plantation, FL 33324. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Citi Personal Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Citi Personal Wealth Management (this business)—604.0 (3)——
Boca Wealth Advisors#35605.0 (11)NoNo18.3 mi
Excelsior Wealth Partners#36605.0 (4)NoNo7.6 mi
Kirsner Wealth Management (Stuart Estate Planning)#38605.0 (7)NoNo14.1 mi

See all 82 ranked wealth managers in Plantation