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.
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Edward Jones - Financial Advisor: Robert V Flood, AAMS®
He listens and cares about his clients, often times calling to check in and see if he can help
BB
Brian
May 7, 2020
5.0
5++ - I am a recently retired engineer and former local business owner in Loveland, CO. My wife, myself and my two daughters have been clients of Robert's for several years now. When I first met Robert I had invested with another large firm for almost a decade. Our portfolios then were stagnant to say the least and in almost ten years had not been re-balanced even one time. Once our investments were transferred to Edward Jones and appropriately allocated by Robert from his understanding of our financial positions and retirement goals, we watched our portfolios grow like never before!
During the market collapse of 2020, sadly almost simultaneous with my retirement, I was extremely nervous about what would become of our life-long investments. Only three days into the turmoil I approached Robert about jumping out of the stock market altogether and moving our money into a more static and presumably safer product portfolio. Robert gave me the option, but convinced all of us to ride the course and maintain our current allocations. Several weeks into the event I am very pleased to say our portfolios have lost only around one-half of all the major market indices losses, much less than we had feared, and are positioned to recover and continue to grow without a doubt in my mind! This is unquestionably a result of the careful monitoring, planning and frequent but necessary rebalancing of our portfolios in the proven investment vehicles at Edward Jones.
Additionally, we have made many recommendations to friends and business associates to meet Robert. They have been more than satisfied with Robert's knowledge and professionalism and have become happy, confident clients.
If you are looking for a caring, experienced, knowledgeable, professional and - most importantly to me - an engaged financial advisor I cannot give Robert Flood a high enough recommendation on all counts!
RW
Randy Williams
Feb 1, 2019
5.0
I am an attorney in Loveland, engaged in estate planning, real estate, and business related matters. I have clients that have been very pleased with Robert's knowledge, advice, and his timely individual attention to their needs and desires. He works hard and is diligent in staying current with the changing environment of financial planning.
Frequently Asked Questions About Edward Jones - Financial Advisor: Robert V Flood, AAMS®
What types of financial services does Edward Jones - Financial Advisor: Robert V Flood, AAMS® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored advice during face-to-face consultations.
Where is Edward Jones - Financial Advisor: Robert V Flood, AAMS® located?
The office is located at 4184 St Cloud Dr, Unit 202, Loveland, CO 80538, United States.
What are the business hours for Edward Jones - Financial Advisor: Robert V Flood, AAMS®?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 3:30 PM, and closed on weekends.
How can I contact Robert V Flood, the financial advisor at Edward Jones?
You can reach him by phone at +1 970-669-5514 or email at robert.flood@edwardjones.com.
Can I schedule a consultation with Robert V Flood online?
Yes, you can make a reservation or contact him through the Edward Jones website at https://www.edwardjones.com/us-en/financial-advisor/robert-flood/contact/.
Does Edward Jones - Financial Advisor: Robert V Flood, AAMS® have a mobile app for managing investments?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for clients to manage their investments.
Are there dining options near Edward Jones - Financial Advisor: Robert V Flood, AAMS® for clients to visit before or after their appointment?
Yes, nearby dining options include Domino's Pizza, Palomino Mexican Restaurant, The Human Bean coffee shop, Fuzzy's Taco Shop, Nordy's BBQ & Grill, Starbucks, and Chick-fil-A.
What fitness or wellness centers are located near Edward Jones - Financial Advisor: Robert V Flood, AAMS®?
Nearby fitness centers include Club Pilates and HOTWORX - Loveland, CO - Crossroads, both of which offer gym and specialized wellness classes.
Are there any childcare or education services close to Edward Jones - Financial Advisor: Robert V Flood, AAMS®?
Yes, The Learning Experience, a day care and preschool service, is located nearby, which could be convenient for clients with young children.
How can Edward Jones - Financial Advisor: Robert V Flood, AAMS® help me prepare for retirement?
They offer retirement planning services and provide a retirement savings calculator online to help clients plan their financial futures effectively.