Edward Jones - Financial Advisor: Derek P Helman - Martinsburg, West Virginia
Address: 253 Aikens Center Ste 3, Martinsburg, WV 25404.
Phone: 42645916.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
đ Location of Edward Jones - Financial Advisor: Derek P Helman
Edward Jones - Financial Advisor: Derek P. Helman
Located in the heart of Martinsburg, West Virginia, Edward Jones - Financial Advisor: Derek P. Helman offers comprehensive financial services tailored to meet the unique needs of individuals, families, and businesses in the region. With a commitment to providing personalized attention and exceptional service, Derek Helman and his team strive to understand what's most important to their clients and help them achieve their long-term financial goals.
Main Services
- Financial Consultation: Derek Helman and his team work closely with clients to understand their financial objectives, risk tolerance, and time horizon. They provide personalized advice and develop strategies to help clients grow and protect their wealth.
- Investment Services: Edward Jones offers a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). The team helps clients build and manage diversified portfolios that align with their investment goals and risk tolerance.
- Retirement Planning: The firm specializes in helping clients prepare for retirement by creating personalized retirement plans and providing guidance on retirement accounts such as IRAs, 401(k)s, and pension plans.
- Estate Planning: Derek Helman and his team assist clients in creating estate plans that protect their assets and ensure a smooth transition of wealth to future generations. Services include will preparation, trust establishment, and charitable giving strategies.
- Insurance Services: Edward Jones offers insurance products, such as life, health, and long-term care insurance, to help clients protect their financial well-being and that of their loved ones.
- Business Services: The firm provides financial services to businesses, including employee benefits, business succession planning, and strategic planning.
Location and Access
Edward Jones - Financial Advisor: Derek P. Helman is conveniently located at 253 Aikens Center, Suite 3, Martinsburg, WV 25404. The office is situated in the Aikens Center complex, adjacent to the Martinsburg Mall, making it easily accessible for clients from the surrounding area.
For those relying on public transportation, the MARTPOinte transit center is located nearby, offering convenient access to the office. Additionally, the office provides ample parking space for clients, with designated accessible parking spots available for clients with disabilities.
Featured Characteristics
- Wheelchair Accessibility: The office is designed to be wheelchair accessible, with a ramp leading to the entrance, automatic doors, and an accessible restroom on the premises. This ensures that all clients, regardless of their mobility needs, can comfortably access the office.
- Appointments Recommended: While walk-ins are welcome, the firm encourages clients to schedule appointments in advance to ensure a dedicated and uninterrupted consultation experience.
- Friendly and Professional Staff: The team at Edward Jones - Financial Advisor: Derek P. Helman is committed to providing a welcoming and professional environment. They take the time to listen to clients' needs and answer any questions they may have.
Practical Information
- Business Hours: The office is typically open Monday through Friday, from 8:00 AM to 5:00 PM. However, Derek Helman and his team understand that clients have busy schedules and are willing to accommodate evening and weekend appointments as needed.
- Contact Information: Clients can reach the office by phone at (304) 426-45916 or by visiting the website at edwardjones.com. The office also encourages clients to connect with them on social media platforms for updates and financial education resources.
Positive Aspects from Reviews
With an average rating of 5 out of 5 stars on Google My Business, Edward Jones - Financial Advisor: Derek P. Helman has received overwhelmingly positive feedback from its clients. Some of the key aspects that clients appreciate include:
- Personalized Attention: Many clients highlight the personalized and tailored approach that Derek Helman and his team take when addressing their financial needs, making them feel valued and understood.
- Expertise and Knowledge: Clients commend the team's extensive financial knowledge and their ability to explain complex financial concepts in an easy-to-understand manner.
- Exceptional Customer Service: The friendly and professional demeanor of the staff, along with their promptness in addressing client concerns, has been consistently praised by clients.
- Accessibility and Convenience: Clients appreciate the office's convenient location, ample parking, and wheelchair accessibility, which contribute to an overall positive client experience.
In conclusion, Edward Jones - Financial Advisor: Derek P. Helman stands out as a reliable and trusted financial services provider in Martinsburg, West Virginia. With a comprehensive range of services, a commitment to personalized attention, and a conveniently located office, Derek Helman and his team are dedicated to helping clients achieve their financial goals and secure their financial futures.
đ Reviews of Edward Jones - Financial Advisor: Derek P Helman
