Edward Jones - Financial Advisor: Robert Smail, CEPA®|AAMS®|CRPC™
5.05 reviews
Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Robert Smail, CEPA®|AAMS®|CRPC™
580 Brunswick Rd, Grass Valley, CA
95945, United States
Hours
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- VVVOLDSNov 14, 20255.0Mr. Robert Smail (a former U.S. Navy Captain) is so in his element as a financial advisor immersed in understanding the forces that mitigate "risk" when investing one's savings in U.S. stock sectors. He has helped me understand and feel confident about decisions that have the guided the growth of my Edward Jones portfolio form about $300K in 2021, to +$880K in 2025. I'm a single "senior citizen" with many friends in SFBay Area and the Western Sierra foothills of Lake Tahoe, since 1991. Everyone who "asks," is comparatively, duly impressed -- and I HIGHLY recommend Mr. Smail who's EJ office in Grass Valley CA is just 5 minutes off Hwy 49's Brunswick Rd. Exit He's genuinely present, easy to engage, and knows how to model the right amount of "risk" in honest conversations with his investor clientele.
- SGScott GregersonJun 23, 20255.0Robert is the best at what he does. He will make your money grow!
- NCNancy CarrilloOct 14, 20195.0Robert is great. Very easy to talk to and takes the time to explain any questions you have. Always seems to have options before I can even think of the questions. Would recommend Robert to anyone looking for a financial advisor.
- LMliam McNamaraFeb 20, 20185.0Robert sat down with us and took the time to help me create a path to retirement that my family and I are were comfortable with and felt good about. He was really knowledgeable and was able to communicate the relatively complicated details in a way my wife and I could understand. I want to say thank you Robert and hope to see you again soon!
Frequently Asked Questions About Edward Jones - Financial Advisor: Robert Smail, CEPA®|AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Robert Smail offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual needs.
Where is Edward Jones - Financial Advisor: Robert Smail located?
The office is located at 580 Brunswick Rd, Suite 200, Grass Valley, CA 95945, USA.
What are the business hours of Edward Jones - Financial Advisor: Robert Smail?
They are open Monday to Friday from 8:30 AM to 4:30 PM and closed on weekends.
How can I contact Robert Smail at Edward Jones?
You can call the local phone number at +1 530-477-7492 or email robert.smail@edwardjones.com.
Can I book a consultation online with Edward Jones - Financial Advisor: Robert Smail?
Yes, you can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/robert-smail/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Robert Smail?
Services are offered in English.
Is there a nearby bank where I can handle related financial transactions before or after visiting Edward Jones?
Yes, River Valley Community Bank is nearby and can assist with banking needs related to your investments.
Are there other financial service providers near Edward Jones - Financial Advisor: Robert Smail?
Nearby financial service providers include Edward Jones - Financial Advisor: Robert Smail, AAMS®, Cornerstone Accounting, and Apple & Associates for additional investment and accounting services.
What local health and wellness services are available near Edward Jones' office in Grass Valley?
You can visit nearby health providers like Montanaro Christopher MD, Orthopedic Acupuncture, and Ivey Physical Therapy for medical and holistic health services.
Are there any community services or non-profits near Edward Jones - Financial Advisor: Robert Smail?
Yes, nearby options include Scooter's Place (animal rescue), One Source Empowering Caregivers, and United Way of Nevada County, providing various community support services.