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
Located at 2202 N Totten Cir Suite D, North Vernon, IN, the Edward Jones office of Patrick H. Baltus is a beacon of financial guidance for the local community. This comprehensive article delves into the main services, location, unique features, practical information, and customer reviews of this esteemed financial advisor.
Main Services
- Financial Consultation: Patrick Baltus and his team provide personalized financial strategies tailored to each client's unique situation. They help individuals and families navigate complex financial landscapes to achieve their long-term goals.
- Investment Services: The Edward Jones office offers a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They help clients build diversified portfolios to optimize growth and mitigate risk.
- Retirement Planning: Patrick Baltus assists clients in planning for their golden years by creating retirement income strategies. This includes helping clients understand their pension benefits, Social Security options, and required minimum distributions (RMDs).
- Estate Planning: The office provides guidance on estate planning strategies, helping clients preserve their wealth for future generations and minimize estate taxes.
- Insurance Services: Patrick Baltus and his team offer various insurance products, such as life, health, and long-term care insurance, to help clients protect their assets and loved ones.
Location and Access
The Edward Jones office is situated in the heart of North Vernon, Indiana, at 2202 N Totten Cir Suite D. This location is easily accessible from major roads, including US-50 and IN-37. The office is nestled in a professional park, offering a peaceful and convenient atmosphere for clients.
For those using public transportation, the office is a short walk from the North Vernon Transit Center, making it accessible for clients who don't drive. Additionally, the office provides ample parking, including dedicated spaces for clients with disabilities.
Featured Characteristics
- Wheelchair-Accessible Facilities: The office is designed to accommodate clients with disabilities, featuring a wheelchair-accessible entrance, parking, and toilet.
- Appointment-Based Consultations: Patrick Baltus and his team offer personalized, appointment-based consultations to ensure clients receive undivided attention and tailored financial advice.
- Community Involvement: The Edward Jones office actively participates in community events and sponsorships, demonstrating their commitment to serving the North Vernon area.
Practical Information
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone: 812-953-5965
- Website: edwardjones.com
- Business Hours: Monday - Friday, 8:30 AM - 5:00 PM (EST)
- Appointments: Recommended
Customer Reviews
With an average rating of 3.7/5 from 3 reviews on Google My Business, Patrick H. Baltus and his team receive praise for their professionalism, personalized service, and commitment to client satisfaction. Some positive aspects mentioned in the reviews include:
- Expertise: "Patrick is very knowledgeable and always has my financial best interests in mind."
- Personalized Service: "He takes the time to understand my financial goals and creates a plan that works for me."
- Responsiveness: "Patrick is always quick to respond to my inquiries and makes me feel like a priority."
- Community Involvement: "I appreciate that Patrick and his team are active in the local community, supporting various events and organizations."
In conclusion, the Edward Jones office of Patrick H. Baltus offers a comprehensive range of financial services, tailored to the unique needs of each client. With a convenient location, wheelchair-accessible facilities, and a commitment to community involvement, this office stands out as a valuable resource for financial guidance in the North Vernon area. The positive customer reviews further underscore the quality of service and expertise provided by Patrick Baltus and his team.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
