Edward Jones - Financial Advisor: Robert V Flood, AAMS™ - Loveland, Colorado

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Edward Jones – Robert V. Flood, AAMS™: A Trusted Financial Advisor

For individuals and families seeking comprehensive and personalized financial planning solutions, Edward Jones – Robert V. Flood, AAMS™ offers a dedicated and experienced service. Mr. Flood’s practice, located in Loveland, Colorado, is committed to building long-term relationships based on trust and understanding. He operates as a financial consultant, assisting clients with a wide range of needs, from retirement planning to estate management and investment strategies.

Location & Contact Information: Robert V. Flood’s office is situated at 4184 St Cloud Dr Unit 202, Loveland, CO 80538. Clients can easily reach him by phone at 970-669-5514. You can also explore his profile and learn more about his services on the official Edward Jones website: edwardjones.com.

Specialties & Services Offered

• Financial Consultant: Mr. Flood provides tailored advice to help clients achieve their financial goals.
• Finance Broker: He assists with navigating complex financial instruments and arrangements.
• Investment Service: A core part of his offering is the management of investment portfolios, designed to align with individual risk tolerance and objectives.
• Stock Broker: He facilitates the buying and selling of stocks as part of a broader investment strategy.

Points of Interest & Accessibility

Edward Jones prioritizes accessibility for all clients. The office is equipped with a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Restrooms are also available for client use. It’s highly recommended to schedule an appointment in advance to ensure Mr. Flood can dedicate his full attention to your needs.

Client Feedback & Reputation

Currently, Edward Jones – Robert V. Flood, AAMS™ boasts an impressive average opinion of 5/5 stars based on 4 reviews on Google My Business. This reflects a consistently positive experience reported by his clients. These reviews highlight his dedication to client service, his thorough understanding of financial matters, and his commitment to building lasting relationships.

Key Characteristics of Robert V. Flood’s Approach

👍 Reviews of Edward Jones - Financial Advisor: Robert V Flood, AAMS™

Brian

5/5

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!

Randy W.

5/5

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.

Steve A.

5/5

He listens and cares about his clients, often times calling to check in and see if he can help

Michael H.

5/5