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 - Patrick H. Baltus: A Comprehensive Guide to Financial Services in North Vernon, IN
Situated at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States, Edward Jones, represented by financial advisor Patrick H. Baltus, offers a wide array of financial services tailored to help individuals, families, and businesses achieve their long-term financial goals. This article provides an in-depth look at the services offered, location and accessibility, unique features, practical information, and customer reviews.
Main Services
- Financial Consultation: Patrick Baltus and his team provide personalized financial consultations to understand each client's unique situation, objectives, and risk tolerance.
- Investment Services: They offer a broad range of investment services, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help clients build and grow their portfolios.
- Retirement Planning: The team specializes in retirement planning, from setting up 401(k) and IRA accounts to creating strategies for distributing retirement assets.
- Estate Planning: They assist clients in developing estate planning strategies to protect their assets and ensure a smooth transition to their heirs.
- Insurance Services: Edward Jones offers insurance products, such as life, health, and long-term care insurance, to help clients manage risks and protect their financial well-being.
- Business Services: The firm provides financial solutions for businesses, including employee benefits, business succession planning, and cash management services.
Location and Access
The office is conveniently located in North Vernon, Indiana, near the intersection of North Totten Circle and US-50. It is easily accessible via public transportation, with the North Vernon Public Library bus stop just a short walk away. For those driving, there is ample parking available on-site, including wheelchair-accessible spaces.
Featured Characteristics
- Wheelchair Accessibility: The office is designed to accommodate clients with disabilities, featuring wheelchair-accessible entrance, parking, and toilet facilities.
- Appointments Recommended: While walk-ins are welcome, scheduling an appointment ensures that you receive undivided attention and efficient service.
- Community Involvement: Patrick Baltus and Edward Jones are actively involved in the North Vernon community, supporting various local initiatives and events.
Practical Information
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone Number: 812-953-5965
- Website: edwardjones.com
- Business Hours: Monday - Friday, 8:30 AM - 4:30 PM. However, appointments can be scheduled outside of these hours upon request.
Positive Aspects from Customer Reviews
With an average rating of 3.7/5 from 3 Google My Business reviews, Edward Jones - Patrick H. Baltus receives praise for the following aspects:
- Excellent Customer Service: Customers appreciate the friendly, professional, and attentive service provided by Patrick Baltus and his team. One client noted, "Ryan Kemp is awesome. Always ready to assist."
- Personalized Approach: Many clients mention the personalized nature of the financial advice they receive, with one client stating, "They took the time to understand my financial goals and provided a plan that worked for me."
- Community Involvement: Some customers express appreciation for the firm's involvement in the local community, with one client saying, "It's great to see a business that cares about giving back to the community."
Edward Jones - 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 personalized service, the office provides a welcoming and efficient environment for clients to manage their financial well-being. The positive customer reviews highlight the firm's excellent customer service, personalized approach, and community involvement, further setting it apart as a trusted financial advisor in North Vernon, IN.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
