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 in North Vernon, Indiana, Edward Jones - Financial Advisor: Patrick H. Baltus provides a range of financial services to assist individuals, families, and businesses in achieving their long-term financial goals. With a commitment to personalized service and tailored strategies, Patrick Baltus and his team strive to build long-term relationships based on trust and exceptional client service.
Main Services
- Financial Planning: Edward Jones offers comprehensive financial planning services, including retirement planning, college savings, and estate conservation strategies. They work closely with clients to understand their unique financial situations and goals, and develop personalized plans to help them achieve financial well-being.
- Investment Services: The firm provides access to a wide array of investment products, such as stocks, bonds, mutual funds, and Exchange-Traded Funds (ETFs). Their investment strategy focuses on diversification and long-term growth, with a commitment to helping clients make informed investment decisions.
- Retirement Income Strategies: Edward Jones specializes in helping clients prepare for retirement and develop strategies to generate retirement income. They provide guidance on retirement savings, pension plans, and Social Security benefits to help clients enjoy a comfortable retirement.
- Insurance Services: The firm offers a range of insurance products, including life, health, and disability insurance, to help clients protect their families, assets, and financial futures. They work closely with clients to identify their insurance needs and find suitable coverage options.
- Business Services: Edward Jones provides financial services for businesses, including 401(k) plans, employee benefits, and business succession planning. They work with business owners to develop strategies that help them grow and protect their businesses.
Location and Access
Edward Jones - Financial Advisor: Patrick H. Baltus is located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. The office is situated in the northern part of North Vernon, near the intersection of N Totten Cir and US-50. The surrounding area is primarily residential, with a mix of single-family homes and apartments.
The office is easily accessible by car, with ample parking available on-site. The nearest public transportation option is the North Vernon Transit, which operates a bus service that stops near the office. For those traveling by bike, there are bike racks available for parking.
Featured Characteristics
- Wheelchair Accessibility: The office is wheelchair-accessible, with a dedicated parking space, wheelchair-accessible entrance, and toilet facilities to ensure that all clients can access the office comfortably.
- Appointments Recommended: To ensure that clients receive the best possible service, Edward Jones recommends scheduling appointments before visiting the office. This allows the team to prepare for the meeting and ensure that they can provide the most effective assistance.
- Personalized Service: Patrick Baltus and his team prioritize personalized service, taking the time to understand each client's unique financial situation and goals. They work closely with clients to develop tailored financial strategies that help them achieve their long-term objectives.
Practical Information
To contact Edward Jones - Financial Advisor: Patrick H. Baltus, you can call the office at 812-953-5965 or visit their website at edwardjones.com. The office is open Monday through Friday, from 8:30 AM to 5:00 PM, and on Saturday by appointment only.
Positive Aspects from Reviews
Edward Jones - Financial Advisor: Patrick H. Baltus has received an average rating of 3.7/5 on Google My Business, with a total of 3 reviews. Some of the positive aspects mentioned by clients include:
- Knowledgeable and Helpful Staff: Several clients praised the team's knowledge and willingness to help, with one client describing their advisor as "always ready to assist."
- Personalized Service: Clients appreciated the personalized attention they received, with one client mentioning that their advisor took the time to understand their unique financial situation and provide tailored advice.
- Responsive and Reliable: Clients commended the team's responsiveness and reliability, with one client mentioning that their advisor was "always ready to assist" and another noting that they could "count on them to follow through on things."
These positive aspects highlight the firm's commitment to providing exceptional client service and personalized financial advice to help clients achieve their financial goals.
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đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
