Edward Jones - Financial Advisor: Patrick H Baltus - North Vernon, Indiana
Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States.
Phone: 8129535965.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 3.7/5.
đ Location of Edward Jones - Financial Advisor: Patrick H Baltus
Edward Jones - Financial Advisor: Patrick H. Baltus
Situated at 2202 N Totten Cir Suite D, North Vernon, IN 47265, the Edward Jones office of Patrick H. Baltus offers comprehensive financial services to the local community. This article delves into the main services provided, the location and accessibility, featured characteristics, practical information, and positive aspects mentioned in customer reviews.
Main Services
- Financial Consultation: Patrick Baltus and his team provide personalized financial advice tailored to each client's unique situation. They help clients identify their financial goals and develop strategies to achieve them.
- Investment Services: Edward Jones offers a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They provide guidance on asset allocation, diversification, and investment strategies.
- Retirement Planning: The firm specializes in helping clients plan for retirement by offering services such as 401(k) rollovers, individual retirement accounts (IRAs), and other retirement savings strategies.
- Estate Planning: Patrick Baltus and his team offer guidance on estate planning strategies to help clients preserve their wealth and transfer it to their heirs efficiently.
- Insurance Services: They provide access to a variety of insurance products, such as life, health, and disability insurance, to help clients protect their assets and plan for unexpected events.
- Education Planning: Edward Jones helps clients save for their children's or grandchildren's education through 529 college savings plans and other education savings strategies.
Location and Access
The office is located in the Totten Circle neighborhood of North Vernon, Indiana. It is easily accessible from US-50 and IN-60, making it convenient for clients coming from nearby areas. The office offers ample parking space, including a wheelchair-accessible car park. The entrance and restrooms are also wheelchair-accessible, ensuring that the facility is inclusive and accommodating to all clients.
Featured Characteristics
- One-on-One Consultations: Patrick Baltus and his team believe in building strong, personal relationships with their clients. They provide one-on-one consultations to understand each client's unique financial situation and goals.
- Comprehensive Approach: Edward Jones takes a holistic approach to financial planning. They consider all aspects of a client's financial life, from investments and insurance to retirement and estate planning, to develop a comprehensive financial strategy.
- Long-Term Relationships: The firm focuses on building long-term relationships with their clients. They continually monitor and update clients' financial plans to help them stay on track toward their goals.
- Community Involvement: Patrick Baltus and his team are actively involved in the North Vernon community. They support local charities and organizations, reflecting their commitment to giving back to the community they serve.
Practical Information
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone: 812-953-5965
- Website: edwardjones.com
- Hours of Operation: Monday - Friday, 8:30 AM - 4:30 PM (EST)
- Appointments: Recommended
Positive Aspects from Reviews
Edward Jones - Patrick H. Baltus has received 3 reviews on Google My Business, with an average rating of 3.7/5. Some of the positive aspects mentioned in these reviews include:
- Knowledgeable and Experienced: Several reviewers praised Patrick Baltus and his team for their extensive knowledge and experience in financial planning and investment management.
- Personalized Service: Many clients appreciated the personalized attention they received, with the team taking the time to understand their unique financial situation and goals.
- Responsive and Helpful: Reviewers consistently commented on the team's responsiveness and willingness to help, even outside of regular business hours.
- Community Engagement: Some reviewers mentioned the team's involvement in the local community, which they saw as a positive reflection of the firm's values and commitment to its clients.
One reviewer, Ryan Kemp, wrote, "Always ready to assist. Knowledgeable and willing to explain things in a way that is easy to understand. Highly recommend." This review succinctly summarizes many of the positive aspects mentioned by other reviewers, highlighting the team's responsiveness, expertise, and ability to communicate effectively with clients.
In conclusion, Edward Jones - Patrick H. Baltus offers a comprehensive range of financial services tailored to the unique needs of each client. With a convenient location, accessible facility, and a team committed to personalized service and community involvement, this office is well-positioned to serve the financial planning needs of the North Vernon community.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
