Edward Jones - Financial Advisor: Derek P Helman - Martinsburg, West Virginia

Edward Jones - Financial Advisor: Derek P Helman

Edward Jones, a well-established financial services firm, is proud to have Derek P. Helman as a dedicated financial advisor at their Martinsburg, WV branch. With a commitment to understanding and addressing the unique financial needs of individual investors, Edward Jones, through Derek Helman, provides personalized investment solutions and prompt, responsive service.

Main Services

• Financial Consultation: Derek Helman works closely with clients to understand their financial goals, risk tolerance, and timeline. He then develops tailored investment strategies to help clients work towards their objectives.
• Investment Services: The firm offers a wide range of investment options, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and retirement solutions. They provide access to these investments through various account types, such as brokerage accounts, IRAs, and 529 college savings plans.
• Retirement Planning: Derek Helman helps clients plan for retirement by creating retirement strategies that consider income needs, asset allocation, and potential tax implications. He also provides guidance on retirement income distribution.
• Estate Planning and Insurance Services: In collaboration with other professionals, Derek Helman can provide guidance on estate planning strategies and help clients understand their insurance needs. He can also offer access to insurance products such as life, disability, and long-term care insurance.
• Education Savings Plans: For clients looking to save for a child's education, Derek Helman can provide information on 529 college savings plans and help clients open and manage these accounts.

Location and Access

The Edward Jones office of Derek P. Helman is conveniently located in the Aikens Center at 253 Aikens Center Ste 3, Martinsburg, WV 25404. This location is easily accessible from major roads, including I-81 and WV-9. The office is situated in a professional and well-maintained business park, offering a pleasant atmosphere for client visits.

For clients who prefer to drive, the office provides ample parking, including designated spaces for clients and visitors. The parking lot is well-lit and wheelchair accessible, with clear signage guiding visitors to the entrance.

Public transportation users can reach the office by taking the Martinsburg Transit bus service. The closest bus stop is at the intersection of W King St and S Queen St, approximately a 10-minute walk from the office.

Featured Characteristics

• Wheelchair Accessibility: The office is designed with accessibility in mind. It features a wheelchair-accessible entrance, restrooms, and parking lot to accommodate clients with mobility impairments.
• Appointments Recommended: While walk-ins are welcome, Derek Helman encourages clients to schedule appointments to ensure uninterrupted, dedicated time to discuss their financial needs and goals.
• Community Involvement: As a resident of Martinsburg, Derek Helman is committed to giving back to the local community. He actively participates in various community events and supports local organizations.

Practical Information

• Business Hours: The office is typically open Monday through Friday, from 8:00 AM to 4:30 PM. However, Derek Helman may be available outside these hours by appointment to accommodate clients' scheduling needs.
• Contact Information:
  • Address: 253 Aikens Center Ste 3, Martinsburg, WV 25404
  • Phone: 42645916
  • Website: edwardjones.com

Positive Aspects from Client Reviews

With an average rating of 5/5 stars from Google My Business reviews, clients praise Derek Helman's professionalism, expertise, and personalized approach to financial planning. Some of the positive aspects highlighted by clients include:

• Personalized Service: Clients appreciate Derek Helman's genuine interest in understanding their unique financial situations and goals, as well as his ability to provide tailored solutions.
• Expertise and Knowledge: Clients commend Derek Helman's extensive knowledge of the financial market and his ability to explain complex financial concepts in a clear and understandable manner.
• Prompt and Responsive Communication: Clients praise Derek Helman's prompt response to their inquiries and his proactive approach to keeping them informed about their investments and the market.
• Trust and Confidence: Many clients express their trust in Derek Helman's guidance and the confidence they have in his ability to help them achieve their financial goals.

In conclusion, Edward Jones, represented by Derek P. Helman, offers a comprehensive range of financial services tailored to the unique needs of individual investors in the Martinsburg, WV area. With a commitment to personalized service, expertise, and community involvement, Derek Helman and the team at Edward Jones strive to help clients achieve their financial objectives and secure their financial futures.

👍 Reviews of Edward Jones - Financial Advisor: Derek P Helman