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
Edward Jones, one of the leading investment firms in the United States, is proud to have Patrick H. Baltus as a financial advisor serving the North Vernon community. Located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, Patrick H. Baltus and his team are dedicated to understanding their clients' financial goals and helping them achieve them through personalized investment strategies.
Main Services
- Personalized Investment Strategies: Patrick H. Baltus and his team at Edward Jones take the time to understand each client's unique financial situation, risk tolerance, and long-term goals to create tailored investment strategies.
- Retirement Planning: They provide comprehensive retirement planning services, including 401(k) rollovers, IRAs, and other retirement savings vehicles to help clients prepare for their golden years.
- Estate Planning: Edward Jones offers estate planning services to help clients preserve their wealth and ensure a smooth transition of assets to their heirs.
- Insurance Services: They provide insurance solutions, such as life, health, and disability insurance, to help protect clients' financial futures.
- Trust and Charitable Giving Services: The firm offers trust and charitable giving services to help clients manage their wealth and give back to their communities.
Location and Access
The office of Patrick H. Baltus is situated at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. This convenient location is easily accessible from major roads and highways, making it simple for clients to visit the office. The area is well-developed, with nearby neighborhoods including North Vernon Heights, North Vernon West, and North Vernon South.
For clients who prefer to drive, there is ample parking available on-site, including a wheelchair-accessible car park. The office itself is also wheelchair-accessible, with a wheelchair-accessible entrance and toilet facilities. Appointments are recommended, so clients can schedule a time that best fits their schedules.
Featured Characteristics
- Experienced Team: Patrick H. Baltus and his team have extensive experience in the financial services industry, ensuring clients receive expert guidance and advice.
- Comprehensive Approach: Edward Jones takes a holistic approach to financial planning, considering clients' entire financial picture and creating strategies that address their unique needs.
- Community Involvement: The firm is actively involved in the North Vernon community, supporting local charities and organizations, and striving to make a positive impact.
- Client-Centric Culture: Edward Jones prioritizes building strong, long-term relationships with clients and providing exceptional service to help them achieve their financial goals.
Practical Information
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone: 812-953-5965
- Website: edwardjones.com
- Business Hours: Monday - Friday, 8:00 AM - 5:00 PM (EST)
Positive Aspects from Reviews
Edward Jones - Patrick H. Baltus has received a total of 3 reviews on Google My Business, with an average rating of 3.7/5. Positive aspects mentioned in the reviews include:
- Expertise and Knowledge: Several reviewers have praised Patrick H. Baltus and his team for their extensive knowledge and expertise in the financial services industry.
- Personalized Service: Clients have commended the team for taking the time to understand their unique financial situations and creating customized investment strategies.
- Responsiveness and Availability: Reviewers have highlighted the team's prompt responses to inquiries and their availability to meet clients' needs.
- Community Involvement: Some reviewers have mentioned the firm's active involvement in the North Vernon community and their commitment to making a positive impact.
One reviewer, Ryan Kemp, wrote: "Always ready to assist. Patrick and his team have been incredibly helpful and responsive with all of my financial needs. I would highly recommend them to anyone looking for a financial advisor in the North Vernon area." This review encapsulates many of the positive aspects mentioned by clients, including the team's expertise, personalized service, and responsiveness.
In conclusion, Edward Jones - Financial Advisor: Patrick H. Baltus offers a comprehensive range of financial services tailored to the unique needs of each client. With their convenient location, experienced team, and commitment to exceptional service, it's no wonder that Patrick H. Baltus and his team have earned a reputation as a trusted financial advisor in the North Vernon community.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
