CITIADVISORS
    a division of Citi Financial Group HM
Tel: (415) 691-2070
Call today

Email
newloans@citifinancialgroup.net
CITI Advisors will analyze your Project and tailor a custom loan solution to support your unique commercial needs with the best loan offers possible.

About Us


 We are an independently owned consulting firm serving the needs of small business, Private real estate investors, and Commercial Loan Clients. Our services include Commercial Loan Review, International (Off-Shore) Loan Review, File structuring, Loan placement of alternative financing, and special purpose projects sourcing. 

 Purchasing a commercial real estate represents a substantial investment, it is crucial to structure and secure the best financing available. Every borrower is unique and every lender has its own rules and programs.
The difficulty most people have in shopping for their own loan is they don't know all the right questions to ask. Adding to that difficulty is the fact that most lenders have only two or three programs to offer so their job is to sell you what they have rather then find the program that fits your needs.

After we know what your investment goals are,  United Financial Group will tailor a loan package to fit those needs and give you the best options we can secure from our Private Investors.

CITI Advisors provides access to direct capital through a diverse network of reputable lending sources. With the support of our in-house underwriting and closing specialists, we manage every detail of the loan process for you.
  • Assist in developing a financial strategy for your property
  • Underwrite and package the property and borrower’s information in a format acceptable to all lending institutions
  • Help you select the appropriate lender and negotiate the most favorable terms on your behalf
  • Work with your counsel and the lender’s counsel to satisfy closing checklist items and ensure a timely closing
  • Provide follow-up service after the loan closes with any post-closing issues or lender questions
Our 30+ years of experience, combined with our solid reputation and winning approach, ensures our clients easy access to the capital they need to help their businesses grow.  We give thanks to God.
Meet The Team of Independent Advisors
John F.
San Diego, CA
Accomplished Harvard-educated MBA executive with broad experience and recognized success in real estate acquisitions, finance, and development. Key role in over $6 billion in new construction projects and sales with over 58,000 units during 20-year period. Expertise in real estate taxation, appraisal, entitlements, feasibility studies, and real estate loans and syndications including construction loans, tax exempt bonds, and private placement syndications. Have developed numerous loan and equity feasibility packages for lenders and investors.

Multifamily Real Estate Development, Finance, and Market Study Consultant
Jeff Williams
Question: Do you believe that quality business services are the most important factor in the success or failure for most entrepreneurs? How important is it to you to get the service you need, when you need it with complete confidence that it is world-class?

Answer: I became a consultant for Citi Advisors for the express purpose of bringing world-class business services to entrepreneurs and business leaders when they need them and at prices that they can afford. I am Jeffery Williams and I do not believe that wealth should be the determining factor as to whether a business idea or venture makes it to
the next level, count on Citi Advisors to make this happen. 
Financial consulting
Expert Business/Startup Consulting, Legal Support, Project Management (on-boarding), Business and Legal Writing, Data Mining/Scraping, Data Entry, Research, Marketing/Brand Strategy, Financial Researcher, Financial Writing
Isaac A.
Dallas, TX
Commercial Real Estate Analysis and Corporate and Commercial Finance Underwriting specialist. Guaranteed to deliver expert Consultant services the same for a first time investor or an establish Real Estate Equity Fund. Our services include Analysis of Commercial, Industrial, Mixed Use, Multifamily, Office Building, Retail and Investment Properties in General. We have a strong knowledge on International Real Estate assessment specially prospect properties located in Mexico, Central and South America.
Commercial Finance and Real Estate Sr Underwriter
"Custom analysis to fit for your particular needs.   - ROI - RRI - LTV - CAP Rate - Cash... more.
                       "

MEET THE TEAM

  1. CITI Advisors
    Professional Advisors
    Our team originated from conventional banks, CPA Firms, Hard money Investors, Wall St Investment Firms and Underwriting Firms
  2. Underwriting and Packaging
    CIITI Team
    Underwrite and package the property and borrower’s information in a format acceptable to all lending institutions
  3. Consulting Service
    Loan Consulting
    Our MISSION is to provide personal commercial real estate solutions of superior quality to our clientele.Expertise in real estate taxation, appraisal, entitlements, feasibility studies, and real estate loans and syndications including construction loans, tax exempt bonds, and private placement syndications. Have developed numerous loan and equity feasibility packages for lenders and investors. Our priority is to structure and secure a concrete solution at competitive terms. We aspire to be the best primary financial consulting institution for our client’s needs. We will be added value to our banks, lenders, investors, referrals, and clients.

Our Mission

  1. Our MISSION is to provide personal commercial real estate solutions of superior quality to our clientele. Our priority is to structure and secure a concrete solution at competitive terms. We aspire to be the best primary financial consulting institution for our client’s needs. We will be added value to our banks, lenders, investors, referrals, and clients. Consulting service, file structuring, financial analytical review, asset evaluation, credit and financial review. United Financial will secure up to two loan funding offers within our corresponding network of Investors.
    John Devinci
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    Geoff O'Sullivan
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    Melanie Saunders
  4. This area is fully editable and can be used to display testimonials from your customers speaking of their experience with your services or products.
    Selina Jackson