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
Located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States, Edward Jones - Financial Advisor: Patrick H. Baltus offers a comprehensive range of financial services to help individuals, families, and businesses achieve their long-term financial goals. With a commitment to providing personalized, face-to-face service, Patrick H. Baltus and his team at Edward Jones strive to understand each client's unique financial situation and develop tailored strategies to help them reach their objectives.
Main Services
- Financial Consultation: Patrick H. Baltus and his team provide expert financial advice, taking into account each client's unique circumstances, risk tolerance, and investment goals.
- Investment Services: Edward Jones offers a wide array of investment options, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and retirement accounts. They help clients build and maintain diversified investment portfolios that align with their financial objectives.
- Retirement Planning: The team at Edward Jones specializes in helping clients plan for retirement, offering guidance on 401(k)s, IRAs, and other retirement savings vehicles.
- Insurance Services: They provide insurance solutions, such as life, health, and long-term care insurance, to help protect clients' financial well-being and their loved ones.
- Estate Planning: Edward Jones can assist clients in developing estate plans that help preserve their wealth and facilitate a smooth transfer of assets to their beneficiaries.
- Business Services: In addition to serving individual investors, Patrick H. Baltus and his team offer business services, including employee benefits and business succession planning.
Location and Access
The office of Edward Jones - Financial Advisor: Patrick H. Baltus is conveniently located off I-65, near the intersection of US-50 and US-150, making it easily accessible from the North Vernon area and surrounding communities. The office is situated in a professional plaza, with dedicated parking available for clients. The building is wheelchair-accessible, with both wheelchair-accessible entrance and toilet facilities available.
Featured Characteristics
- Personalized Service: Patrick H. Baltus and his team take the time to understand each client's unique financial situation and provide personalized, face-to-face service tailored to their specific needs.
- Comprehensive Approach: Edward Jones offers a broad range of financial services, allowing clients to address all their financial needs under one roof.
- Experienced Team: The financial advisors at Edward Jones are dedicated professionals with extensive experience in the financial services industry.
- Long-term Focus: The team at Edward Jones is committed to helping clients achieve their long-term financial goals, providing ongoing support and guidance as their clients' lives and financial situations change.
Practical Information
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone: 812-953-5965
- Website: edwardjones.com
- Business Hours: Monday - Friday, 8:00 AM - 5:00 PM (EST)
- Appointments: Recommended
Positive Aspects from Client Reviews
With an average rating of 3.7/5 from 3 reviews on Google My Business, Edward Jones - Financial Advisor: Patrick H. Baltus has received numerous positive comments from satisfied clients. Some of the most frequently mentioned positive aspects include:
- Knowledgeable and Experienced Staff: Several clients praised Patrick H. Baltus and his team for their extensive knowledge and expertise in the financial services industry.
- Personalized Service: Many clients appreciated the personalized, face-to-face service they received, with advisors taking the time to listen to their unique financial situations and provide tailored advice.
- Responsive and Helpful: Clients often commented on the responsiveness and helpfulness of the team at Edward Jones, highlighting their willingness to address clients' concerns and provide assistance when needed.
One client, Ryan Kemp, left a 5-star review, stating, "Ryan Kemp is awesome. Always ready to assist." This comment underscores the positive experience many clients have had with the team at Edward Jones - Financial Advisor: Patrick H. Baltus.
In conclusion, Edward Jones - Financial Advisor: Patrick H. Baltus offers a wide range of financial services tailored to meet the unique needs of individual clients, families, and businesses. With a convenient location, experienced team, and commitment to personalized service, Patrick H. Baltus and his team are dedicated to helping their clients achieve their long-term financial goals. The positive reviews from satisfied clients further attest to the high-quality service and expertise provided by Edward Jones in North Vernon, IN.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
