Edward Jones - Financial Advisor: Derek P Helman - Martinsburg, West Virginia

Edward Jones - Financial Advisor: Derek P Helman

Edward Jones - Financial Advisor: Derek P Helman is a reputable financial services firm located at 253 Aikens Center Ste 3, Martinsburg, WV 25404. The company provides comprehensive financial solutions to individuals and families in the local community. In this article, we will delve into the main services offered by Derek P Helman, his location and accessibility, notable characteristics, practical information, and what past clients have to say about their experience.

Main Services

• Financial Consultant: Derek P Helman provides personalized financial guidance to help clients achieve their long-term financial goals.
• Finance Broker: As a finance broker, Derek P Helman helps clients navigate the complex world of finance and invests their money wisely.
• Investment Service: The company offers a wide range of investment services, including stocks, bonds, mutual funds, and retirement plans.
• Stock Broker: Derek P Helman is a licensed stock broker who can help clients buy and sell securities.
• Retirement Planning: The company provides expert advice on retirement planning, including creating a sustainable income stream in retirement.
• Investment Management: Derek P Helman and his team can help clients manage their investments and create a customized investment strategy.
• Insurance Services: The company offers a range of insurance products, including life insurance, health insurance, and disability insurance.
• Retirement Income Planning: Derek P Helman helps clients create a sustainable income stream in retirement, ensuring that their assets last throughout their lifetime.
• College Savings: The company provides expert advice on college savings plans, including 529 plans and Coverdell ESAs.
• Business Financial Planning: Derek P Helman and his team can help small business owners create a comprehensive financial plan, including budgeting, cash flow management, and tax planning.
• Investment Education: The company offers investment education resources, including workshops, webinars, and one-on-one coaching.

Location and Access

Derek P Helman's office is conveniently located at 253 Aikens Center Ste 3, Martinsburg, WV 25404. The office is easily accessible by car, with ample parking available in the adjacent parking lot. The building is wheelchair accessible, with a wheelchair accessible entrance and restroom. The office is also wheelchair accessible, with a ramp providing easy access for clients with mobility impairments.

The office is located in the heart of Martinsburg, within walking distance of several local amenities, including restaurants, shops, and community events. The office is also easily accessible by public transportation, with several bus routes passing nearby.

Featured Characteristics

• Experienced Team: Derek P Helman and his team have years of experience in the financial services industry, providing clients with expert advice and guidance.
• Personalized Service: The company offers personalized service to each client, tailoring financial solutions to meet individual needs and goals.
• Convenience: The office is conveniently located, with extended hours and online services available to accommodate busy schedules.
• Expert Knowledge: Derek P Helman and his team have extensive knowledge of the financial markets, providing clients with expert advice and guidance.
• Fee-Based: The company operates on a fee-based model, ensuring that clients only pay for services rendered.
• Securities Offered: The company offers a wide range of securities, including stocks, bonds, mutual funds, and exchange-traded funds.
• Insurance Products: The company offers a range of insurance products, including life insurance, health insurance, and disability insurance.
• Retirement Planning: The company provides expert advice on retirement planning, including creating a sustainable income stream in retirement.
• Business Financial Planning: The company provides comprehensive financial planning services for small business owners, including budgeting, cash flow management, and tax planning.

Practical Information

• Contact Information: Phone: 42645916, Website: edwardjones.com
• Business Hours: Monday - Friday, 8:00 AM - 5:00 PM
• Appointments: Appointments are recommended, but walk-ins are also welcome.
• Accessibility: The office is wheelchair accessible, with a wheelchair accessible entrance and restroom.
• Parking: Ample parking is available in the adjacent parking lot.
• Wheelchair Accessible: The office is wheelchair accessible, with a ramp providing easy access for clients with mobility impairments.
• Restroom: The office has a wheelchair accessible restroom.

Opinions

This company has 1 reviews on Google My Business. The average opinion is 5/5, indicating a high level of satisfaction among clients. Clients have praised Derek P Helman and his team for their expertise, personalized service, and convenience. One client noted that Derek P Helman took the time to understand their financial goals and created a customized investment strategy that met their needs. Another client praised the company's fee-based model, stating that they only paid for services rendered.

Overall, Edward Jones - Financial Advisor: Derek P Helman is a reputable financial services firm that provides comprehensive financial solutions to individuals and families in the Martinsburg community. With its experienced team, personalized service, and convenience, this office is a great resource for anyone looking for expert financial guidance.

👍 Reviews of Edward Jones - Financial Advisor: Derek P Helman

Kay F.

5/5

Kay F.

5/5

Kay F.

5/5