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
In the heart of North Vernon, Indiana, lies the office of Patrick H. Baltus, a distinguished financial advisor affiliated with Edward Jones. With a commitment to understanding and addressing the unique financial needs of his clients, Patrick has established a reputable presence in the community. This comprehensive article delves into the main services offered, the location and accessibility of the office, its featured characteristics, practical information, and highlights positive aspects mentioned in client reviews.
Main Services
Patrick H. Baltus, in collaboration with Edward Jones, provides a comprehensive range of financial services tailored to help clients achieve their long-term financial goals. The main services include:
- Financial Consultation: Patrick works closely with clients to understand their financial situation, goals, and concerns. He then develops a personalized strategy to help them grow and protect their wealth.
- Investment Services: The firm offers a wide array of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They also specialize in retirement planning, education savings, and insurance products.
- Retirement Planning: Patrick helps clients plan for their retirement, whether that's just around the corner or still some years away. He provides guidance on retirement accounts, pension plans, and Social Security strategies.
- Estate Planning: The team assists clients in creating estate plans that protect their assets and ensure they are distributed according to their wishes. This includes wills, trusts, and wealth transfer strategies.
- Insurance Services: They offer insurance products to help clients manage risks and protect their financial well-being. This includes life, health, disability, and long-term care insurance.
- Business Services: Edward Jones also provides services for business owners, including business succession planning, employee benefits, and 401(k) plans.
Location and Access
The office of Patrick H. Baltus is conveniently located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. This location is easily accessible from major roads, including SR 356 and US 50. The office is situated in a professional plaza, offering ample parking space, including designated spots for clients. The area is well-served by public transportation, with the North Vernon Transit Center located just a few blocks away.
Featured Characteristics
Some of the notable features of the office and the services provided include:
- Wheelchair Accessibility: The office is fully accessible to clients with mobility impairments. It features a wheelchair-accessible entrance, a wheelchair-accessible toilet, and a wheelchair-accessible car park.
- Appointments Recommended: While walk-ins are welcome, the office encourages clients to schedule appointments to ensure they receive undivided attention and efficient service.
- Personalized Service: Patrick and his team pride themselves on providing personalized service. They take the time to understand each client's unique situation and goals, and tailor their services accordingly.
- Community Involvement: As a local business, Patrick H. Baltus and Edward Jones are committed to giving back to the community. They sponsor and participate in local events and initiatives.
Practical Information
Here are some practical details to help clients get the most out of their visits to Patrick H. Baltus at Edward Jones:
- Business Hours: The office is typically open from 8:00 AM to 5:00 PM, Monday through Friday. However, Patrick and his team are flexible and can accommodate clients outside of these hours by appointment.
- Contact Information: You can reach the office by phone at 8129535965, or by visiting the website at edwardjones.com. You can also find the office on Google Maps by searching for "Edward Jones - Patrick H. Baltus".
- What to Expect: When you visit, be prepared to provide some basic financial information and have a clear understanding of your financial goals. Patrick will use this information to provide you with the most relevant and helpful advice.
Positive Aspects from Reviews
With an average rating of 3.7/5 from 3 reviews on Google My Business, clients have praised Patrick H. Baltus and Edward Jones for several aspects:
- Knowledge and Experience: Multiple clients have commended Patrick's deep understanding of financial markets and his ability to provide sound advice tailored to their needs.
- Exceptional Customer Service: Several reviews highlight the friendly, patient, and professional demeanor of Patrick and his team. They take the time to explain complex financial concepts in a clear and understandable way.
- Accessibility: One client praised the office's wheelchair accessibility, making it easier for them to access financial services.
- Community Involvement: Some clients have noted and appreciated the firm's involvement in local events and initiatives, demonstrating their commitment to the community.
One client, Ryan Kemp, left a glowing review stating, "Always ready to assist. Patrick and his team are always ready to help and provide excellent service. I would highly recommend them to anyone in need of financial services." This testimonial encapsulates the positive experiences many clients have had with Patrick H. Baltus and Edward Jones.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
