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 - Financial Advisor: Patrick H Baltus
Edward Jones, a renowned financial services firm, is proud to have Patrick H. Baltus as a dedicated financial advisor serving the community at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. With a commitment to providing personalized investment solutions and exceptional client service, Patrick Baltus and his team at Edward Jones have become a trusted partner for individuals and families seeking financial guidance.
Main Services
- Financial Consultation: Patrick Baltus and his team offer comprehensive financial consultations to help clients understand their financial situation and set clear, achievable goals. They work closely with clients to develop tailored strategies that address their unique needs and circumstances.
- Investment Services: The team at Edward Jones provides a wide range of investment services, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and retirement accounts. They help clients build and manage diversified portfolios that align with their risk tolerance and investment objectives.
- Retirement Planning: Patrick Baltus and his team specialize in helping clients prepare for retirement by offering solutions such as IRAs, 401(k)s, and other retirement savings plans. They also provide guidance on pension plans, social security, and Medicare to ensure clients have a comprehensive retirement strategy.
- Estate Planning: The financial advisors at Edward Jones assist clients in creating estate plans that protect their assets and ensure a smooth transition to their beneficiaries. They work closely with clients to understand their wishes and provide guidance on wills, trusts, and other estate planning tools.
- Insurance Solutions: Patrick Baltus and his team offer various insurance products, including life, disability, and long-term care insurance, to help clients protect their income, assets, and families from financial risks.
- Business Services: Edward Jones also provides financial solutions for businesses, including employee benefits, business succession planning, and cash management services.
Location and Access
The Edward Jones office at 2202 N Totten Cir Suite D is conveniently located in North Vernon, Indiana, offering easy access for clients in the surrounding areas. The office is situated near the intersection of US-50 and IN-3, providing quick access from various directions. Clients can use the following directions to reach the office:
- From the east, take IN-3 W and turn right onto N Totten Cir. The office will be on the right.
- From the west, take IN-3 E and turn left onto N Totten Cir. The office will be on the right.
- From the north, take US-50 W and turn left onto IN-3, then turn right onto N Totten Cir. The office will be on the right.
- From the south, take US-50 E and turn right onto IN-3, then turn right onto N Totten Cir. The office will be on the right.
The office offers ample parking space for clients, with designated spots for visitors. Additionally, the office is wheelchair-accessible, featuring a wheelchair-accessible entrance, car park, and toilet.
Featured Characteristics
- Personalized Attention: Patrick Baltus and his team at Edward Jones prioritize building strong, long-lasting relationships with their clients. They take the time to understand each client's unique financial situation and provide personalized solutions tailored to their needs.
- Comprehensive Financial Guidance: The financial advisors at Edward Jones offer a broad range of services, ensuring that clients have access to comprehensive financial guidance throughout their lives. They help clients navigate various life stages and financial events, from saving for a child's education to planning for retirement.
- Experienced Team: Patrick Baltus and his associates have extensive experience in the financial services industry, enabling them to provide clients with expert guidance and insights. Their knowledge and expertise help clients make informed decisions about their finances.
- Community Involvement: Edward Jones is committed to giving back to the communities it serves. Patrick Baltus and his team actively participate in local events and initiatives, demonstrating their dedication to supporting the North Vernon community.
Practical Information
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone: 812-953-5965
- 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
Positive Aspects from Reviews
Edward Jones - Patrick H. Baltus has received positive feedback from clients, with an average rating of 3.7/5 on Google My Business. Some of the positive aspects mentioned in the reviews include:
- Knowledgeable and experienced staff: Many clients have praised Patrick Baltus and his team for their extensive knowledge and expertise in the financial services industry. They have commended the team for providing personalized and insightful advice that helps clients make informed decisions.
- Exceptional client service: Several clients have highlighted the outstanding client service they received from the Edward Jones team. They have appreciated the team's responsiveness, attentiveness, and willingness to go above and beyond to meet their needs.
- Comfortable and welcoming environment: Clients have praised the office's comfortable and welcoming atmosphere, which puts them at ease during their visits. The wheelchair-accessible features have also been appreciated by clients with mobility needs.
- Convenient location: The office's location in North Vernon has been praised for its convenience, with clients appreciating the easy access from various directions and the ample parking space available.
The positive aspects mentioned in the reviews reflect the commitment of Patrick Baltus and his team at Edward Jones to providing exceptional client service and personalized financial solutions.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
