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
Welcome to an in-depth exploration of Edward Jones - Financial Advisor: Patrick H Baltus, situated at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. This comprehensive guide aims to provide a detailed overview of the services offered, the location and accessibility, key features, practical information, and positive aspects highlighted by satisfied clients.
Main Services
- Financial Consultation: Patrick Baltus, a seasoned financial advisor, provides personalized financial advice tailored to each client's unique needs and goals. He helps clients navigate through complex financial landscapes, offering strategies for wealth accumulation, protection, and distribution.
- Investment Services: Edward Jones offers a wide array of investment options, including stocks, bonds, mutual funds, retirement plans, and 529 college savings plans. Patrick Baltus works closely with clients to understand their risk tolerance and investment horizon, creating a customized portfolio.
- Retirement Planning: Whether you're just starting your career or nearing retirement, Patrick Baltus can help you develop a retirement strategy that aligns with your aspirations. Services include 401(k) rollovers, IRAs, annuities, and other retirement income strategies.
- Estate and Legacy Planning: Edward Jones assists clients in developing estate strategies to help preserve their wealth and pass it on to future generations. Services include wills, trusts, life insurance, and charitable giving strategies.
- Insurance Services: Patrick Baltus helps clients identify potential risks and provides insurance solutions to mitigate those risks. Services include life, health, disability, and long-term care insurance.
- Business Services: Edward Jones offers business services such as business succession planning, buy-sell agreements, and key employee retention strategies.
Location and Access
Edward Jones - Financial Advisor: Patrick H Baltus is conveniently located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. The office is situated in the heart of North Vernon, offering easy access to nearby amenities and businesses.
For those who prefer to commute by car, there is plenty of parking available on-site. The office is also wheelchair-accessible, with a dedicated wheelchair-accessible car park and entrance. Additionally, wheelchair-accessible toilet facilities are available on-site for clients with mobility impairments.
Featured Characteristics
Some unique features of Edward Jones - Financial Advisor: Patrick H Baltus include:
- Personalized Approach: Patrick Baltus takes the time to understand each client's unique financial situation, goals, and dreams before creating a tailored financial strategy.
- Comprehensive Services: Edward Jones offers a wide range of financial services under one roof, allowing clients to meet all their financial needs in one place.
- Experienced Team: With over 12,000 financial advisors serving more than 7 million clients, Edward Jones has a proven track record of success and a commitment to helping clients achieve their financial goals.
- Community Involvement: Edward Jones and Patrick Baltus are actively involved in the North Vernon community, supporting local charities, schools, and organizations.
Practical Information
To schedule an appointment with Patrick Baltus, clients can call the office at 8129535965 or visit the Edward Jones website at edwardjones.com. Appointments are recommended, as this allows Patrick Baltus to provide the most personalized and effective service possible.
The office is open Monday through Friday, from 8:30 AM to 5:00 PM. However, evening and weekend appointments can be arranged upon request.
Positive Aspects from Reviews
Edward Jones - Financial Advisor: Patrick H Baltus has received 3 reviews on Google My Business, with an average rating of 3.7/5. Positive aspects highlighted by clients include:
- Knowledgeable and Experienced: Several clients praised Patrick Baltus' extensive knowledge and experience in the financial industry, as well as his ability to provide clear and concise explanations of complex financial concepts.
- Personalized Service: Many clients highlighted the personalized and attentive service they received from Patrick Baltus. He takes the time to understand each client's unique financial situation and creates tailored strategies to help them achieve their goals.
- Responsive and Helpful: Clients appreciate Patrick Baltus' responsiveness and willingness to help, even outside of regular business hours. He is always ready to assist and provide guidance as needed.
- Trustworthy and Reliable: Many clients expressed their trust in Patrick Baltus and the Edward Jones team, highlighting their reliability and commitment to helping clients achieve their financial objectives.
In conclusion, Edward Jones - Financial Advisor: Patrick H Baltus offers a comprehensive range of financial services tailored to the unique needs of each client. With a convenient location, experienced team, and commitment to personalized service, Patrick Baltus and Edward Jones are dedicated to helping clients achieve their financial goals and secure their financial future.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
