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
Patrick H. Baltus, a dedicated financial advisor, serves clients at the Edward Jones office located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. With a commitment to understanding individual financial needs, Baltus and his team provide personalized investment strategies and exceptional client service.
Main Services
- Financial Consultation: Baltus offers comprehensive financial consultations to help clients set clear financial goals and create tailored strategies to achieve them.
- Investment Services: His team provides a broad range of investment services, including stocks, bonds, mutual funds, and retirement plans, to help clients grow and preserve their wealth.
- Retirement Planning: Baltus specializes in retirement planning, helping clients navigate complex retirement plans, 401(k)s, IRAs, and other retirement accounts to ensure a comfortable future.
- Estate Planning and Insurance: His team assists clients in creating estate plans and provides insurance solutions to protect assets and loved ones from the unexpected.
- College Savings Plans: Baltus helps families save for their children's education through tax-advantaged college savings plans.
Location and Access
The Edward Jones office is situated in Suite D of the Totten Professional Plaza, off US-50 and near the historic downtown North Vernon. The office is easily accessible from major roads, with ample parking available in the Wheelchair-accessible car park.
Public transportation is also an option, with the North Vernon Transit Center located within a reasonable walking distance. The office is equipped with a Wheelchair-accessible entrance and toilet for clients with mobility impairments.
Featured Characteristics
- Local Presence: Baltus and his team are deeply rooted in the North Vernon community, fostering strong, long-term relationships with clients based on trust and personalized service.
- Personalized Attention: The office prides itself on providing one-on-one attention to each client, ensuring their unique financial goals and circumstances are considered in every decision.
- Comprehensive Approach: Baltus and his team take a holistic approach to financial planning, considering clients' entire financial picture, including investments, insurance, tax, retirement, and estate planning.
- Long-Term Perspective: The Edward Jones team focuses on helping clients achieve their long-term financial goals, rather than chasing short-term performance trends or market fluctuations.
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 - 4:30 PM (EST)
- Appointments: Recommended to ensure personalized attention
Positive Aspects from Reviews
Among the 3 reviews on Google My Business, several positive aspects about Patrick H. Baltus and his team stand out:
- Expertise and Knowledge: Clients praise Baltus' extensive financial knowledge and his ability to provide clear, concise explanations of complex financial concepts.
- Personalized Service: Many clients appreciate the one-on-one attention and tailored financial plans they receive from Baltus and his team.
- Communication: Clients commend the team's excellent communication skills, both in terms of responsiveness and clarity in discussing financial matters.
- Trust and Relationship Building: Several clients highlight the trust they've built with Baltus and his team over time, emphasizing the importance of these long-term relationships in their financial planning journey.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
