Smith Barney-Robert G. Fernandez

Bob has 20+ years of experience with Smith Barney, and that is a good indication of his dedication, longevity and success in the industry. I know first hand that I have referred clients to Bob and each one has been treated with the personal service that I give my own clients. In addition Bob has a reputation of being ahead of the curve on certain industry trends and has s brilliant track record of providing above average rates of return to each of his clients. I would highly recommend Bob as a financial planner based on his high level of integrity and his willingnes to go the extra mile for his clients. Of course a double digit rate of return doesn't hurt either! Pros: Personal Service, Successful Track Record, High Level of Integrity more

Mr. Fernandez is the best adviser I can have , he listens and cares , also Mr. Fernandez is very insightful and has me on a solid finanical plan. everyone should talk to him . Pros: Mr. Fernandez is someone you can talk too. Cons: n/a more

Bob has proved that he has the expertise to help people with their investment and life planning needs. He has vast knowledge about a wide array of financial subjects that affect many people with small or big portfolios. He is also a very professional and approachable guy who can explain things to you in good ol' plain English. Pros: Vast knowledge, great follow up more

As a CPA , I have to be careful about referring clients to money managers. Foremost is integrity. Client service and high holding period returns are also important qualities. Bob has worked to earn the trust of my clients by his high standard of ethics, his exemplary client service, and his ability to provide returns on the portfolios of clients. Bob returns phone calls - even the tough ones. His patience and ability to listen have been favorably commented on by clients I've referred to Bob. He does NOT have a one-size fits all approach nor does he have the deal of the week. His recommendations are thoughtful and discussed with clients to make sure their needs are being met. Pros: Makes people money. Cons: He's from New York, but he has worked hard to overcome his background. more

Bob is smart and stays on top of things. He made a great call on the foreign real estate funds. Bob is a good listener and is proactive. more