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
Nestled in the heart of North Vernon, Indiana, Edward Jones, represented by Financial Advisor Patrick H. Baltus, offers comprehensive financial services tailored to help individuals and their families reach their long-term financial goals. With a commitment to personalized service and a customer-centric approach, Patrick Baltus and his team at Edward Jones strive to understand each client's unique financial situation and provide tailored strategies to help them grow and protect their wealth.
Main Services
- Financial Consultation: Patrick Baltus and his team provide personalized financial consultations, taking into account each client's individual goals, risk tolerance, and time horizon. They work closely with clients to create a tailored investment strategy that aligns with their financial objectives.
- Investment Services: Edward Jones offers a wide range of investment services, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They also provide access to alternative investments and retirement accounts, such as IRAs and 401(k)s.
- Retirement Planning: The team at Edward Jones helps clients plan for a comfortable retirement by developing strategies to grow and preserve their wealth. They provide guidance on retirement planning, pension plans, and social security optimization.
- Estate and Legacy Planning: Patrick Baltus and his team assist clients in creating estate plans that protect their assets and ensure they are distributed according to their wishes. They also help clients establish trusts and consider strategies to minimize estate taxes.
Location and Access
Edward Jones - Patrick H. Baltus is located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. The office is conveniently situated in the Totten Crossing Shopping Center, providing easy access for clients from North Vernon and surrounding areas. The shopping center is located off US Highway 50, near the intersection with State Road 3 and State Road 62.
For those utilizing public transportation, the North Vernon Transit System (NVTS) operates several bus routes that serve the Totten Crossing Shopping Center. Additionally, the office offers ample parking, including designated wheelchair-accessible spaces.
Featured Characteristics
- Wheelchair Accessibility: Edward Jones - Patrick H. Baltus is committed to ensuring that all clients can access their services. The office and restrooms are wheelchair-accessible, with elevator access available upon request.
- Appointments Recommended: To provide the best possible service, Patrick Baltus and his team encourage clients to schedule appointments in advance. This ensures that they can dedicate the necessary time and attention to each client's unique financial situation.
- Long-Term Relationships: Edward Jones values the relationships they build with their clients. They strive to provide ongoing support and education, helping clients adapt their financial strategies as their lives and goals change over time.
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 through Friday, 8:00 AM to 5:00 PM (EST). The office is closed on Saturdays and Sundays.
Positive Aspects from Reviews
With an average rating of 3.7/5 on Google My Business, Edward Jones - Patrick H. Baltus has received several positive reviews from satisfied clients. Some of the key positive aspects mentioned in the reviews include:
- Knowledgeable and Experienced: Several clients have praised Patrick Baltus and his team for their extensive knowledge and experience in the financial industry. They consistently provide sound advice and help clients make informed decisions about their investments.
- Personalized Service: Many clients have noted that Edward Jones offers a personalized approach to financial planning. They take the time to understand each client's unique situation and provide tailored strategies to help them reach their goals.
- Responsive and Helpful: Clients have commended Patrick Baltus and his team for their prompt response to inquiries and their willingness to help with any questions or concerns that may arise. This responsive and helpful approach has contributed to the positive experiences many clients have had with Edward Jones.
In conclusion, Edward Jones - Patrick H. Baltus offers a comprehensive range of financial services to help individuals and families achieve their long-term financial objectives. With a commitment to personalized service, a knowledgeable and experienced team, and a convenient location, this financial advisor is well-equipped to assist clients in growing and protecting their wealth.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
