Edward Jones - Financial Advisor: Robert V Flood, AAMS®

5.0
4 reviews

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 V Flood, AAMS®
4184 St Cloud Dr, Loveland, CO
80538, United States

Hours

Reviews

5.0
4 reviews
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  • SA
    Steve Armfield
    Aug 26, 2020
    5.0
    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.