Edward Jones - Financial Advisor: Derek P Helman - Martinsburg, West Virginia
Address: 253 Aikens Center Ste 3, Martinsburg, WV 25404.
Phone: 42645916.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
đ Location of Edward Jones - Financial Advisor: Derek P Helman
Introduction to Edward Jones - Financial Advisor: Derek P. Helman
For those seeking expert financial guidance in the Martinsburg, West Virginia area, look no further than Edward Jones, home to dedicated financial advisor Derek P. Helman. With a strong commitment to understanding and addressing the unique financial needs of his clients, Helman has established a reputation for excellence in the financial services industry. This comprehensive article delves into the main services offered, the convenient location, notable features, practical information, and positive aspects highlighted in client reviews.
Main Services
- Financial Consultation: Derek Helman works closely with clients to understand their financial goals and develop personalized strategies to help them reach their objectives. This process involves a detailed analysis of each client's unique situation, followed by the creation of a tailored financial plan.
- Investment Services: As an investment services provider, Helman offers a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). He helps clients make informed investment decisions based on their risk tolerance, investment horizon, and financial goals.
- Retirement Planning: With a focus on helping clients prepare for a comfortable retirement, Helman provides retirement planning services that address various aspects, such as saving, investing, and creating a reliable income stream during retirement.
- Estate Planning: A well-structured estate plan can help ensure that clients' assets are distributed according to their wishes after their passing. Helman assists clients in creating estate plans that align with their goals and provide peace of mind.
- Insurance Services: To help clients protect their financial well-being and mitigate risks, Helman offers insurance services, including life insurance, disability income insurance, and long-term care insurance.
- Education Planning: For clients with children or grandchildren, Helman provides education planning services to help them save and invest for future educational expenses.
Location and Access
Edward Jones' Martinsburg office is conveniently located at 253 Aikens Center Ste 3, Martinsburg, WV 25404. This location is easily accessible from major thoroughfares, such as I-81 and Route 11, making it an ideal choice for clients traveling from nearby cities and towns.
The office is situated in a well-maintained business complex, providing a professional atmosphere for clients. The location offers ample parking spaces, with designated spots for visitors and disabled individuals. Additionally, the building features a wheelchair-accessible entrance and restroom facilities, ensuring that the office is accessible to all clients.
Featured Characteristics
- Personalized Approach: Derek Helman takes the time to understand each client's unique financial situation and objectives, tailoring his services to meet their specific needs.
- Long-term Relationships: Helman is committed to building lasting relationships with his clients, providing ongoing support and guidance as their financial needs evolve over time.
- Comprehensive Services: The wide range of services offered by Edward Jones and Derek Helman ensures that clients have access to the expert guidance they need to address their various financial concerns.
- Experienced Team: As part of the Edward Jones network, Helman benefits from the expertise and resources of a large, established financial services firm, allowing him to provide high-quality service to his clients.
Practical Information
- Business Hours: The office is open Monday through Friday, from 8:00 AM to 5:00 PM. However, Derek Helman may be available outside these hours by appointment to accommodate clients' schedules.
- Contact Information: To schedule an appointment or request more information, clients can call the office at 42645916. Alternatively, they can visit the Edward Jones website at edwardjones.com.
- Appointments: While walk-ins are welcome, it is recommended that clients schedule appointments in advance to ensure that Derek Helman can dedicate sufficient time to address their financial concerns.
Positive Aspects from Client Reviews
Clients have praised Derek Helman and Edward Jones for their professionalism, expertise, and commitment to providing personalized service. Some of the most frequently mentioned positive aspects include:
- Personalized Attention: Many clients appreciate the time and effort Helman invests in understanding their unique financial situations and providing tailored solutions.
- Expertise and Knowledge: Clients consistently comment on Helman's extensive financial knowledge and ability to explain complex concepts in an easy-to-understand manner.
- Responsiveness and Availability: Helman's willingness to accommodate clients' schedules and promptly address their concerns has been noted as a key strength.
- Trust and Confidence: Several clients have expressed their trust in Helman and the Edward Jones team, attributing this confidence to the firm's reputation, professionalism, and dedication to client success.
With an average rating of 5 out of 5 stars on Google My Business, it is clear that Derek Helman and Edward Jones have established a strong reputation for excellence in the Martinsburg, West Virginia area. Their commitment to providing personalized, high-quality financial services has earned them the trust and respect of their clients.
đ Reviews of Edward Jones - Financial Advisor: Derek P Helman
