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 - Patrick H. Baltus: A Comprehensive Guide to Financial Services in North Vernon, Indiana
When it comes to managing your financial future, it's crucial to work with a trusted and experienced professional. Edward Jones, with its dedicated financial advisor Patrick H. Baltus, offers personalized investment services tailored to help individuals and families achieve their long-term financial goals. Located in North Vernon, Indiana, the office provides a range of services to the local community and beyond.
Main Services
- Personalized Investment Strategies: Patrick Baltus and his team at Edward Jones understand that every client has unique financial objectives. They work closely with clients to create tailored investment strategies that align with their individual goals, risk tolerance, and time horizon.
- Retirement Planning: Whether you're just starting to save for retirement or preparing for your next chapter, Edward Jones offers comprehensive retirement planning services. They help clients navigate complex retirement plans, such as 401(k)s and IRAs, and provide guidance on when and how to start withdrawals.
- Estate Planning: Effective estate planning can help protect your assets and ensure they are distributed according to your wishes. Edward Jones works with clients to develop estate planning strategies that minimize potential taxes and fees, and help preserve wealth for future generations.
- Education Planning: Saving for a child's education can be a challenge. Edward Jones offers education planning services, including 529 college savings plans, to help families save for their children's educational expenses.
- Insurance Services: In addition to investment services, Edward Jones also offers insurance products to help protect clients' assets. They provide life insurance, disability income insurance, and long-term care insurance to help clients manage risks and plan for unexpected events.
Location and Access
Edward Jones' North Vernon office is conveniently located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. The office is situated in a professional park, offering easy access and ample parking for clients. The surrounding area is primarily residential, with several shops and restaurants nearby. The office is also conveniently located near major thoroughfares, such as IN-66 and US-50, making it easily accessible from other parts of the region.
Featured Characteristics
- Wheelchair-Accessible Facilities: Edward Jones' North Vernon office is committed to providing accessible services for all clients. The office features a wheelchair-accessible entrance, car park, and toilet to accommodate clients with mobility impairments.
- Appointments Recommended: To ensure a productive and personalized experience, Edward Jones encourages clients to schedule appointments in advance. This allows Patrick Baltus and his team to prepare for each client's unique needs and provide the most effective guidance possible.
- Community Involvement: As a locally-based financial advisor, Patrick Baltus is committed to giving back to the North Vernon community. He and his team actively participate in local events and initiatives, demonstrating their dedication to supporting the community's growth and success.
Practical Information
- Phone Number: You can reach the Edward Jones office in North Vernon by calling 812-953-5965.
- Website: To learn more about Patrick Baltus and the services offered by Edward Jones, visit their website at edwardjones.com.
- Business Hours: The office is open Monday through Friday, from 8:30 AM to 5:00 PM. However, Patrick Baltus and his team are available by appointment outside of these hours to accommodate clients' schedules.
Positive Aspects from Reviews
Edward Jones' North Vernon office has received an average rating of 3.7/5 from 3 reviews on Google My Business. Several positive aspects have been highlighted by clients in their reviews:
- Personalized Service: Many clients have praised Patrick Baltus and his team for their personalized approach to financial planning. They take the time to understand each client's unique situation and provide tailored advice to help them achieve their financial goals.
- Responsiveness and Availability: Several clients have mentioned that Patrick Baltus and his team are always ready to assist and are easily accessible when needed. They promptly respond to client inquiries and make themselves available to discuss financial concerns or questions.
- Knowledge and Expertise: Clients have commended Patrick Baltus and his team for their extensive knowledge and expertise in financial planning. They provide clear and concise explanations of complex financial concepts and help clients make informed decisions about their investments.
In conclusion, Edward Jones' North Vernon office, led by financial advisor Patrick H. Baltus, offers a comprehensive range of financial services tailored to help individuals and families achieve their long-term financial goals. With its convenient location, accessible facilities, and commitment to personalized service, the office stands out as a valuable resource for the North Vernon community and beyond.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
