Robert A Lockhart – Edward Jones

Napa, United States

5

Closed now

7 reviews

Contacts

QR code, vCard

Telephone:
+1 707-251-5839
Website:
www.edwardjones.com
Address:
5 Financial Plz Ste 227, Napa, CA, 94558
Nearby public transportation stops & stations:
1.5 miNapa
Categories:
QR code
Download QR Image Download vCard

Map

Streetview

Activate map

Today

Today 9:00 am – 5:00 pm
Closed now
Local time (Napa) 19:42 Friday, 6 June 2025

Business hours

Monday 9:00 am – 5:00 pm
Tuesday 9:00 am – 5:00 pm
Wednesday 9:00 am – 5:00 pm
Thursday 9:00 am – 5:00 pm
Friday 9:00 am – 5:00 pm
Saturday –
Sunday –

Description

Specialties

Compliance prohibits my feedback– See my website!

History

Established in 2007.

Due to compliance, what I can share is minimal, sorry! See my website.

Meet the Business Owner

Robert L.

Business Owner

Compliance prohibits my feedback, see my website!

Related places

You might also consider:
590
ft
5T Wealth Management, LLC
702 Trancas St Ste 200
1
mi
Ameriprise Financial Advisors
3033 California Blvd
1
mi
Stratton & Associates
575 Lincoln Ave Ste 280
1.4
mi
Edward Jones - Financial Advisor: Bill Lockhart
1806 Jefferson St
1.5
mi
Gryphon Capital Management
1020 Clinton St
1.8
mi
Schrette Insurance
1556 1st St

Nearby

Browse nearby places:
40
ft
Steltzner Vineyards
5 Financial Plz Ste 104
80
ft
Craig Struble - State Farm Insurance Agent
575 Jefferson St
290
ft
Bay Area Surgical Specialist
4 Financial Plz
320
ft
Lawrence J Goldstein, MD, FACS
4 Financial Plz
520
ft
Chase Bank
699 Trancas St
530
ft
Signature Transportation of Napa Valley
1526 Pear Tree Ln

7 reviews of Robert A Lockhart – Edward Jones

No registration required
Place rating: 5
London, United Kingdom
This guy is a financial rock star! I met Robb three years ago and he has helped manage my finances while I have been overseas getting my Masters. He is great at what he does and even willing to check in on me and give updates while on the other side of the world. If you are looking for someone who can get on board with your financial situation, plan a strategy that will meet your long and short term financials goals and is personally just a great person to work with, I would recommend Robb. Thank you for helping to achieve my goals!
Place rating: 5
Napa, CA
As a self-​employed professional it was difficult for me to think about, let alone actually manage, my personal finances, investment assets as well as secure a retirement plan for my family’s future. For six full years I struggled to make sense my assets and lived pay check to pay check. Late 2010 Robert Lockhart walked into my life and has changed everything. His financial planning services made all the difference! I now have a solid retirement plan and can feel secure that my investments are being managed intelligently. It seems, finally, that there is a bright future ahead and I have only Robert to thank.
Place rating: 5
Napa, CA
Robert has been helping me with my finances for two years now. He’s very friendly and an easy person to work with. I also find him very patient with my general lack of knowledge in these matters. I trust him explicitly.
Plus he plays Blues Guitar.
Place rating: 5
Santa Rosa, CA
Do you have 401K’s that you need to consolidate or roll over into an IRA? If you lack the knowledge of how to manage all this if you have left or changed your employer, I highly recommend connecting with Robert Lockhart, Financial Advisor here in Napa.
I had left my employer to spend some time at home, not knowing what to do with several former 401K accounts, and Robert was able to help me understand my options and choose something right for me.
I share this as I procrastinated in getting my savings in order and didn’t know what kind of advisor to seek. Robert has excellent customer service, is able to communicate well with those less financially astute, and can help with savings for education for your children, retirement, etc.
Place rating: 5
Napa, CA
Robert has been very helpful in giving me information about my options for investing; helping me clarify my goals, and clearing up any questions I had about finance. I appreciate Roberts’s long-​term approach to investing. Knowing that Robert is local and available whenever I have any questions is a tremendous asset to me, and anyone needing financial planning.
I feel confident about my financial picture, and more relaxed knowing I have someone I trust to consult with who will not pressure me in any way. I would highly recommend Robert to anyone who was looking for a financial planner.
Place rating: 5
Napa, CA
Thank you Robert! I appreciate your knowledge and understanding on life insurance and investments. You are a personable person and I trust that you will lead me and my family in the right direction for our future. Thank you again… Ian Cordle
Place rating: 5
Ann Arbor, MI
I live about 2500 miles away from Napa (Ann Arbor, MI, to be exact) but wouldn’t trust my finances to anyone but Robert. He is constantly monitoring my portfolio and keeping my updated on trends and the technical aspect of market fluctuations, as well as the fundamentals behind them. From all the Etrade, TD Waterhouse, etc commercials on television, my initial thought was that a financial advisor from Jones might be difficult to reach if I ever had concerns; not so. Robert is quick to pick up the phone and devote his personal attention whenever I have a question about anything at all. For those looking to find an FA that will work hard for you, and that you know you can trust, I strongly recommend you give him a look.