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 - A Trusted Financial Advisory Destination in North Vernon, Indiana
Nestled in the heart of North Vernon, Indiana, Edward Jones offers comprehensive financial solutions tailored to meet the unique needs of individuals, families, and businesses. Among the esteemed financial advisors at Edward Jones, Patrick H. Baltus stands out for his dedication, expertise, and commitment to helping clients achieve their financial goals. This detailed article provides an in-depth look at the services, location, features, and practical information about Edward Jones, with a focus on Patrick H. Baltus' practice.
Main Services
- Financial Consultation: Patrick H. Baltus works closely with clients to understand their financial objectives, risk tolerance, and time horizon. He then develops personalized investment strategies to help them reach their goals.
- Investment Services: Edward Jones offers a broad range of investment products and services, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and retirement plans. Patrick H. Baltus helps clients navigate the complexities of investing and makes informed recommendations based on their individual needs.
- Retirement Planning: Whether clients are just starting their careers or approaching retirement, Patrick H. Baltus provides guidance on retirement planning, including 401(k)s, IRAs, and other retirement savings vehicles. He helps clients create retirement income strategies and navigate the distribution of their assets during retirement.
- Estate and Legacy Planning: Edward Jones offers estate and legacy planning services to help clients protect their assets and pass them on to future generations. Patrick H. Baltus works with clients to develop strategies that align with their values and ensure a lasting impact.
- Insurance Services: To help protect clients from financial loss, Edward Jones offers a range of insurance products, including life, disability, and long-term care insurance. Patrick H. Baltus helps clients evaluate their insurance needs and make informed decisions about coverage.
Location and Access
Edward Jones is conveniently located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. Situated in the Totten Crossing shopping center, the office is easily accessible from major thoroughfares such as State Road 3 and US Highway 50.
- Parking: The office offers ample parking, including wheelchair-accessible spaces.
- Public Transportation: While there is no direct public transportation to the office, clients can use the Jennings County Community Express Bus Service, which has a stop near the Totten Crossing shopping center.
Featured Characteristics
- Wheelchair Accessibility: Edward Jones is committed to providing an accessible environment for all clients. The office features a wheelchair-accessible entrance, restroom, and parking spaces.
- Appointments Recommended: To ensure clients receive dedicated, personalized attention, Patrick H. Baltus recommends scheduling appointments in advance.
- Long-Standing Reputation: Edward Jones has been serving clients since 1922, and Patrick H. Baltus has been a part of the team for many years. This longevity is a testament to the firm's commitment to client satisfaction and financial success.
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 - Friday, 8:30 AM - 5 PM (By appointment)
Positive Aspects from Client Reviews
With an average rating of 3.7/5 on Google My Business, Edward Jones and Patrick H. Baltus receive praise for their professionalism, personalized service, and commitment to client success.
"Ryan Kemp is awesome. Always ready to assist."
Clients appreciate the attentive and responsive nature of the team at Edward Jones, as exemplified by Ryan Kemp's dedication to assisting clients. This hands-on approach helps to build strong, long-lasting relationships with clients and sets Edward Jones apart from other financial advisory firms.
In conclusion, Edward Jones, under the guidance of Patrick H. Baltus, offers a comprehensive range of financial services tailored to meet the unique needs of individuals, families, and businesses in North Vernon, Indiana. Their commitment to accessibility, personalized service, and client satisfaction makes them an excellent choice for financial planning and investment management.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
