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 is a renowned financial services firm with a branch located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States, offering a wide range of financial services to individuals and businesses. The firm is proud to have Patrick H. Baltus, a dedicated and experienced financial advisor, leading the branch.
Main Services
- Financial Consultation: Patrick H. Baltus provides personalized financial advice tailored to each client's unique needs and goals. He helps clients make informed decisions about their money, from saving and budgeting to investing and retirement planning.
- Investment Services: Edward Jones offers a broad range of investment products and services, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Patrick H. Baltus works closely with clients to build and manage investment portfolios that align with their risk tolerance and long-term objectives.
- Retirement Planning: The firm specializes in helping clients plan for retirement, whether that's just around the corner or still several years away. Patrick H. Baltus assists clients in developing retirement income strategies, managing 401(k)s and IRAs, and navigating Social Security benefits.
- Estate and Legacy Planning: Edward Jones helps clients protect their assets and plan for the future of their loved ones. Patrick H. Baltus works with clients to create estate plans, wills, and trusts, as well as to explore life insurance options and charitable giving strategies.
- Business Services: In addition to serving individual investors, Edward Jones offers financial services to business owners, including help with employee benefits, business succession planning, and commercial lending.
Location and Access
The Edward Jones branch at 2202 N Totten Cir Suite D is conveniently located in North Vernon, Indiana, easily accessible from major roads such as US-50 and IN-3. The office is situated near several local amenities, including restaurants, shops, and healthcare facilities, making it an ideal location for clients to visit.
For those who prefer to drive, free parking is available on-site, with wheelchair-accessible spaces provided. The building is also wheelchair-accessible, with a ramp leading to the entrance. Once inside, clients will find a wheelchair-accessible toilet, ensuring that all visitors can comfortably access the facilities.
Featured Characteristics
- Personalized Approach: Patrick H. Baltus and the Edward Jones team pride themselves on providing personalized, one-on-one service to each client. They take the time to understand each client's unique financial situation and goals before developing a tailored strategy to help them achieve their objectives.
- Comprehensive Financial Solutions: Edward Jones offers a wide range of financial services designed to help clients at every stage of life. Whether you're just starting your career, planning for retirement, or looking to leave a legacy for your loved ones, the firm has the expertise and resources to help you navigate your financial journey.
- Community Involvement: Patrick H. Baltus and the Edward Jones team are actively involved in the North Vernon community, supporting local charities, schools, and events. Their commitment to giving back demonstrates their dedication to helping their clients and their community thrive.
Practical Information
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone: 812-953-5965
- Website: edwardjones.com
- Hours: Monday - Friday, 8:30 AM - 5:00 PM (EST)
- Appointments: Recommended; please call ahead or use the online scheduling tool
Client Reviews and Positive Aspects
Edward Jones has a Google My Business rating of 3.7/5, with 3 reviews. While the number of reviews is relatively low, the positive aspects mentioned by clients can still provide valuable insights into the firm's strengths:
- Expertise and Knowledge: Several clients praised Patrick H. Baltus and the Edward Jones team for their extensive knowledge and expertise in the financial services industry. They highlighted the team's ability to provide tailored, informed advice that helped them achieve their financial goals.
- Personalized Service: Clients appreciated the personalized and attentive service they received from Patrick H. Baltus and the Edward Jones team. They felt that the team took the time to understand their unique financial situations and listened to their concerns and objectives.
- Responsiveness and Communication: Many clients praised the firm's responsiveness and clear communication. They noted that Patrick H. Baltus and the team were always quick to follow up on inquiries and kept them informed about their investments and financial progress.
Based on these positive aspects, it is clear that Edward Jones and Patrick H. Baltus prioritize building strong, personalized relationships with their clients, providing them with expert guidance and exceptional service along their financial journeys.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
