Citi Smith Barney Financial Investments

Citi Smith Barney Financial Investments Reviews



Overall 3 star rating3.00 of 5 (by 4 users)



Citi Smith Barney Financial Investments Review Summary

Saving for retirement is important and Citi Smith Barney Financial Investments and its financial advisors are ready to help investors plan for their future. Reviewers like the helpfulness of Citi Smith Barney Financial Investments toward reaching financial goals and they like the trustworthy advice offered by Citi Smith Barney Financial Investments personnel. Those who favor Citi Smith Barney Financial Investments make comments like “Solid, Trustworthy, and Reliable- Everything I Ask For”, but there are just as many reviewers who feel this financial service should be avoided, like one reviewer who says “Avoid the Smith Barney Pirates”. The problems mentioned with Citi Smith Barney Financial Investments include its excessive fees and hidden charges that can slowly eat away at your 401K retirement savings. When all things are considered, Citi Smith Barney Financial Investments ranks as a below average 401K or IRA investment service with opinions that range far and wide.
50% of people rated Citi Smith Barney Financial Investments as 5 stars
50% of people rated Citi Smith Barney Financial Investments as 5 stars%
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No one rated Citi Smith Barney Financial Investments as 4 stars
No one rated Citi Smith Barney Financial Investments as 4 stars%
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No one rated Citi Smith Barney Financial Investments as 3 stars
No one rated Citi Smith Barney Financial Investments as 3 stars%
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No one rated Citi Smith Barney Financial Investments as 2 stars
No one rated Citi Smith Barney Financial Investments as 2 stars%
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50% of people rated Citi Smith Barney Financial Investments as 1 star
50% of people rated Citi Smith Barney Financial Investments as 1 star%
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50% 50% of people recommend Citi Smith Barney Financial Investments 50% of people don't recommend Citi Smith Barney Financial Investments 50%
 

Citi Smith Barney Financial Investments Ratings and Reviews

items/page: 15 | 30 | 50 displaying 1 to 4 of 4 sort by: most helpful | date | rating


2
helpful
votes
an aggressive saver

DEC
1
2008

My family and I have been invested with Smith Barney for decades.  I have only experienced solid, trustworthy advice.  My grandparents have trusted them with their hard-earned money since the 70's.  Since then, they have proved to be reliable, knowledgable and steady. 

As my employment has transferred from different companies and I save into 401K's, I roll them to Smith Barney and feel confident they are in good hands.  I have also set up Simple IRA's as well as invested in mutual funds.  I do not babysit my investments, as I know over the long-haul they will prosper.

During this difficult...

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5 star rating
reviewer
swittie1
Fleming Island, FL



1
helpful
vote

JAN
3
2009

It is truly best I do not write a review....why.? The truth hurts and I assure you the one person so far that has rated this company is most assuredly a moron. I will add that it is obvious they like their broker, the single most important thing a broker sells is themself. If you cannot sell yourself, you will not survive the industry.

Does this reviewer have a clue about investing....absolutely not!!! My advice is...be extra careful of all reviews, especially those written by a total novice. A LITTLE knowledge is very dangerous...!!!


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1 star rating
reviewer
jeno654321
Old Town, FL



D
an moderate investor

FEB
23
2009
My money is in good hands with my advisor.  He keeps me abreast of the economic climate, helps me when I don't understand and provides me with knowledgeable insight.  My other advisors have not been customer service friendly and my newest advisor of over four years now is very helpful even in this economic turmoil  I don't think a brand is required for investments, although it may help- i think it has a lot to do with the individual advisor and the type of service they can provide for you specifically. 
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5 star rating
reviewer
micaho
Tarpon Springs, FL



D

MAY
7
2009

We have had Smith Barney IRA's for over 20 years. They started ok, we survived all the mergers and acquisitions, even went along with the whopping $40/year per account that they charged for mailing us four statements a year (which were unintelligible, by the way, by far the worst format in the industry.). But this year, they went to $75/year per account maintenance fee for their four mailings. We bailed. Plus when we closed our accounts, they charged the $75 fee plus another $75 for "Termination Fee". Cost us $600 just to close fouor accounts. These guys are really pirates. CitiBank is getting...

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1 star rating
reviewer
rockettom
Slingerlands, NY



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