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
Introduction to Edward Jones - Financial Advisor: Patrick H Baltus
In the heart of North Vernon, Indiana, at 2202 N Totten Cir Suite D, lies the esteemed financial advisory office of Patrick H. Baltus, a dedicated financial advisor with Edward Jones. With a commitment to personalized service and a focus on understanding the unique financial goals of each client, Patrick H. Baltus and his team at Edward Jones provide comprehensive financial solutions tailored to individual needs. This comprehensive article delves into the main services offered, the location and accessibility, featured characteristics, practical information, and positive aspects highlighted in client reviews.
Main Services
- Financial Consultation: Patrick H. Baltus and his team offer expert financial consulting services, helping clients navigate the complexities of financial planning. They provide guidance on budgeting, saving, and investing to achieve long-term financial goals.
- Investment Services: The office specializes in investment services, assisting clients in growing their wealth through strategic investment planning. This includes stocks, bonds, mutual funds, retirement accounts, and more.
- Retirement Planning: Edward Jones provides retirement planning services, helping clients prepare for a comfortable and secure retirement. This includes 401(k)s, IRAs, and other retirement savings vehicles.
- Estate Planning: The team offers estate planning services, including wills, trusts, and life insurance, to help clients preserve their wealth and pass it on to future generations.
- Education Planning: For those planning for a child's or grandchild's education, Patrick H. Baltus and his team provide education planning services, including 529 college savings plans.
Location and Access
The office is situated at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States, in the heart of North Vernon, providing easy access to clients from the surrounding areas. The location offers ample parking, including a wheelchair-accessible car park, ensuring accessibility for all clients.
Featured Characteristics
- Personalized Service: Patrick H. Baltus and his team pride themselves on providing personalized service, taking the time to understand each client's unique financial situation and goals.
- Long-Term Relationships: The office focuses on building long-term relationships with clients, providing ongoing support and guidance as their financial needs evolve.
- Comprehensive Financial Planning: Edward Jones offers a holistic approach to financial planning, considering all aspects of a client's financial life to create a comprehensive strategy.
Practical Information
- Contact Information: The office can be reached by phone at 812-953-5965 or via email through their website at edwardjones.com.
- Operating Hours: The office is typically open Monday through Friday, from 8:00 AM to 5:00 PM, but these hours may vary. It is recommended to contact the office for the most up-to-date information.
- Appointments: Appointments are recommended, and can be made by contacting the office directly.
- Accessibility: The office is wheelchair-accessible, with a dedicated entrance and toilet facilities available for those with mobility impairments.
Positive Aspects from Reviews
With an average rating of 3.7/5 on Google My Business, Patrick H. Baltus and his team at Edward Jones have received positive reviews from clients who appreciate the personalized service and expertise offered. Some of the positive aspects highlighted in client reviews include:
- Expertise: Many clients praise Patrick H. Baltus and his team for their extensive knowledge and experience in financial planning and investment services.
- Personalized Service: Several clients highlight the personalized approach taken by the team, with regular check-ins and tailored advice based on their individual needs.
- Responsiveness: Clients appreciate the prompt and professional responses they receive from the team, ensuring their financial questions and concerns are addressed in a timely manner.
- Trust and Confidence: Several clients express their trust and confidence in Patrick H. Baltus and his team, crediting them with helping them achieve their financial goals and providing peace of mind.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
