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
Edward Jones - Financial Advisor: Derek P Helman
Edward Jones, a renowned financial services firm, is proud to have Derek P. Helman as a dedicated financial advisor serving the Martinsburg, West Virginia community. With a strong commitment to providing personalized investment strategies and comprehensive financial planning, Helman and his team at Edward Jones strive to understand what's important to their clients and help them achieve their long-term financial goals.
Main Services
- Financial Consultation: Helman and his team offer comprehensive financial consultations to assess clients' current financial situations and understand their unique goals and dreams. They then develop tailored financial strategies to help clients work towards achieving their objectives.
- Investment Services: Edward Jones provides a wide array of investment services, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and retirement accounts. They help clients make informed investment decisions and manage their portfolios to align with their risk tolerance and long-term goals.
- Retirement Planning: The team at Edward Jones works closely with clients to develop retirement plans that cater to their specific needs and circumstances. This includes evaluating income sources, managing assets, and planning for future healthcare expenses.
- Estate Planning: Helman and his team help clients create estate plans that protect their assets and ensure a smooth transfer of wealth to their beneficiaries. They work with clients to understand their estate planning goals and develop strategies to minimize potential taxes and fees.
- Insurance Services: Edward Jones offers various insurance products, such as life, health, and disability insurance, to help clients protect their assets and provide for their loved ones in case of unexpected events.
- Education Planning: The team at Edward Jones assists clients in creating education savings plans to help fund their children's or grandchildren's education expenses. They provide guidance on selecting the right education savings vehicles, such as 529 college savings plans.
Location and Access
The Edward Jones financial advisor office of Derek P. Helman is conveniently located at 253 Aikens Center, Suite 3, Martinsburg, WV 25404. The office is situated in the Aikens Center, a professional complex offering easy access and ample parking for clients.
- Street Name: Aikens Center
- Suite Number: Suite 3
- City: Martinsburg
- State: West Virginia
- Zip Code: 25404
- Transportation: The office is easily accessible by car, and there are public transportation options available nearby.
- Parking: Ample parking is available on-site, with designated visitor parking spaces.
Featured Characteristics
Edward Jones - Derek P. Helman's office offers several unique characteristics to enhance the client experience:
- Wheelchair Accessible Entrance: The office is designed to be wheelchair accessible, ensuring that all clients can enter and navigate the premises easily.
- Wheelchair Accessible Parking Lot: The on-site parking lot includes designated wheelchair-accessible parking spaces close to the entrance.
- Wheelchair Accessible Restroom: The office has a wheelchair-accessible restroom to accommodate clients with mobility impairments.
- Restroom: A restroom is available on-site for client use.
- Appointments Recommended: While walk-ins are welcome, it is recommended that clients schedule appointments in advance to ensure that Helman and his team can provide dedicated, personalized attention.
Practical Information
- Phone Number: 42645916
- Website: edwardjones.com
- Specialties: Financial consultant, Finance broker, Investment service, Stock broker
- Other Points of Interest: The office is located near several dining and shopping options, providing clients with plenty of opportunities to explore the Martinsburg area during their visit.
Positive Aspects from Reviews
With an overall rating of 5/5 on Google My Business, clients have praised Derek P. Helman and the Edward Jones team for their exceptional service and personalized approach to financial planning. Some of the positive aspects mentioned in the reviews include:
- Knowledgeable and Experienced: Clients appreciate Helman's extensive knowledge and experience in the financial industry, as well as his ability to provide tailored investment strategies and sound financial advice.
- Personalized Attention: Reviewers commend the team for taking the time to understand their unique financial goals and circumstances, and for providing customized solutions to address their specific needs.
- Responsive and Communicative: Clients praise Helman and his team for their prompt responses to inquiries and for keeping them informed about their investments and overall financial plans.
- Trustworthy and Reliable: Many clients express their confidence in the Edward Jones team, highlighting their integrity and commitment to helping clients achieve their financial objectives.
Derek P. Helman and the team at Edward Jones in Martinsburg, West Virginia, are committed to delivering exceptional financial services tailored to the unique needs and goals of each client. With a focus on personalized attention, comprehensive financial planning, and investment strategies designed to help clients achieve their long-term objectives, the Edward Jones team is dedicated to building lasting relationships with their clients and helping them secure their financial futures.
đ Reviews of Edward Jones - Financial Advisor: Derek P Helman
