Edward Jones - Financial Advisor: Derek P Helman - Martinsburg, West Virginia

Edward Jones - Derek P. Helman: A Comprehensive Guide to Your Financial Well-being in Martinsburg, WV

In the heart of Martinsburg, West Virginia, Edward Jones, in association with Derek P. Helman, stands as a beacon of trust and expertise in the world of financial advisory services. With a commitment to understanding and addressing the unique financial goals of each client, Derek P. Helman has established a strong reputation in the community for his personalized approach and deep financial knowledge.

Main Services

• Financial Consultation: Derek P. Helman offers comprehensive financial consultations, taking into account your short-term and long-term goals, risk tolerance, and financial situation to provide tailored advice.
• Investment Services: He specializes in a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help grow and preserve your wealth.
• Retirement Planning: Derek P. Helman assists clients in planning for their retirement, helping them determine the right time to retire, estimating retirement needs, and developing a strategy to achieve their retirement goals.
• Estate Planning: He works with clients to create effective estate plans that protect their assets and ensure they are distributed according to their wishes, while minimizing tax implications.
• Education Savings Plans: Derek P. Helman helps families save for their children's education through various tax-advantaged savings plans, such as 529 college savings plans.
• Insurance Services: He offers a range of insurance products, including life, health, and disability insurance, to help protect clients and their families from financial risks.

Location and Access

The Edward Jones office of Derek P. Helman is conveniently located at 253 Aikens Center, Suite 3, Martinsburg, WV 25404. Situated in the Aikens Center, the office is easily accessible from major roads, including Interstate 81 and US Route 11. Nearby neighborhoods include North Martinsburg, East Martinsburg, and Berkeley County.

For those traveling by public transportation, the Martinsburg Transit Center is approximately 1.5 miles away, and several bus routes serve the area. The office also provides ample parking, including designated spaces for visitors and clients. The parking lot is well-lit and offers easy access to the building.

Featured Characteristics

• Wheelchair Accessibility: The office is designed with wheelchair accessibility in mind, featuring a wheelchair-accessible entrance, parking lot, and restroom to ensure all clients can comfortably access the services they need.
• Appointment-Based Services: Derek P. Helman offers appointment-based services, allowing him to provide personalized attention to each client and ensure their unique financial needs are addressed.
• Long-Term Relationships: Edward Jones and Derek P. Helman pride themselves on building long-term relationships with their clients, providing ongoing support and guidance as clients' financial situations and goals evolve over time.

Practical Information

• Phone: You can reach the office by phone at (426) 459-16.
• Website: For more information about the services offered by Derek P. Helman and Edward Jones, visit edwardjones.com.
• Hours of Operation: The office is typically open Monday through Friday, from 8:30 AM to 5:00 PM. However, it is recommended to schedule an appointment to ensure Derek P. Helman is available to meet with you.

Client Testimonials and Average Rating

As of now, the Edward Jones office of Derek P. Helman has received 1 review on Google My Business, with an average rating of 5 out of 5 stars. Clients have praised Derek P. Helman's personalized approach, expertise, and commitment to helping them achieve their financial goals. Here's a sampling of what clients have to say:

"Derek Helman has been managing my portfolio for a few years now, and I couldn't be happier with his service. He always takes the time to explain things in a way that's easy to understand, and he's always looking out for my best interests." - John D.

These positive reviews are a testament to Derek P. Helman's dedication to his clients and his ability to provide exceptional financial advisory services tailored to their unique needs.

In conclusion, if you're looking for a trusted financial advisor in the Martinsburg, WV area, look no further than Edward Jones and Derek P. Helman. With his extensive knowledge, personalized approach, and commitment to building long-term relationships, Derek P. Helman is well-equipped to help you achieve your financial goals and secure your financial future. Contact his office today to schedule a consultation and take the first step towards a brighter financial future.

👍 Reviews of Edward Jones - Financial Advisor: Derek P Helman