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: Comprehensive Financial Guidance in North Vernon, IN
Located in the heart of North Vernon, Indiana, the Edward Jones branch under the leadership of Patrick H. Baltus offers a full suite of financial services tailored to help individuals and families reach their long-term financial goals. With a commitment to providing personalized attention and a human touch to investing, the office has established itself as a trusted financial advisor in the region.
Main Services
- Financial Consultation: Patrick Baltus and his team provide tailored financial advice, taking into account each client's unique situation, goals, and risk tolerance.
- Investment Services: The office offers a wide range of investment services, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help clients diversify their portfolios and grow their wealth.
- Retirement Planning: Whether you're just starting to think about retirement or are nearing retirement age, the team can help you create a plan to secure your financial future.
- Estate Planning: They assist clients in developing strategies to preserve their wealth and pass it on to future generations, including wills, trusts, and other estate planning documents.
- Insurance Services: The office provides access to a variety of insurance products, such as life, health, and long-term care insurance, to help protect clients and their families from unexpected financial burdens.
- Education Planning: Patrick Baltus and his team help families save and plan for their children's or grandchildren's education expenses through various saving and investment strategies.
Location and Access
The Edward Jones office is situated at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States, in the heart of the city's commercial district. The office is easily accessible, with nearby major roads including US-50 and IN-3.
For those who prefer public transportation, the office is approximately a 10-minute walk from the North Vernon Transit Center, which services several local and regional bus routes.
Parking is available on-site, with designated spaces for visitors. The office also offers convenient wheelchair-accessible parking, ensuring that all clients can access the facility with ease.
Featured Characteristics
- Personalized Approach: Patrick Baltus and his team take the time to understand each client's unique financial situation and goals, providing personalized financial strategies tailored to their needs.
- Long-term Focus: The office emphasizes long-term investing and financial planning, helping clients build and preserve their wealth over time.
- Exceptional Client Service: The team is committed to delivering high-quality, responsive service to each client, with a focus on building strong, lasting relationships.
- Community Involvement: Patrick Baltus and his team are active in the North Vernon community, supporting local charities and organizations through volunteer work and sponsorships.
Practical Information
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone: 812-953-5965
- Website: edwardjones.com
- Hours of Operation: Monday through Friday, 8:30 AM to 5:00 PM (EST)
- Appointments: Recommended, but walk-ins are also welcome
Positive Aspects from Client Reviews
With an average rating of 3.7/5 stars on Google My Business, Edward Jones - Patrick H. Baltus has received numerous positive reviews from satisfied clients. Some of the most common praises include:
- Knowledgeable and Experienced: Many clients appreciate Patrick Baltus' expertise and the team's ability to provide insightful financial advice and guidance.
- Personalized Service: Clients often comment on the personalized attention they receive, with tailored financial plans and ongoing support.
- Responsive and Communicative: The team is praised for their quick responses to client inquiries and their ability to keep clients informed about their financial progress.
- Community Focus: Several clients mention the office's involvement in the local community and their appreciation for supporting local causes.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
