Austin >Business Services > Smith Barney-Robert G. Fernandez
301 Congress Ave., Suite 1400, Austin, TX | Directions 7870130.265455 -97.742890
By appointment only
Great Financial Services Professional – 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!
The best I ever worked with – 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 .
A True Professional – 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.
I enjoy my work, and like working with my clients.
Editorial Review – Professional helps clients with asset and wealth management and offers financial counseling and planning.
Tremendous client service & Great returns – 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.
This meant a lot to me.
Bob is super thorough – 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.
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