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 Overview
In the heart of North Vernon, Indiana, you'll find the esteemed financial advisory services of Patrick H. Baltus, located at 2202 N Totten Cir Suite D. As part of the reputable Edward Jones firm, Baltus offers a wide array of financial services, tailored to individual client needs. This comprehensive overview will delve into the main services provided, the location and accessibility, featured characteristics, practical information, and positive aspects highlighted in client reviews.
Main Services
- Financial Consultation: Patrick Baltus and his team provide personalized advice to help clients achieve their long-term financial goals. They take into account each client's unique financial situation, risk tolerance, and investment objectives.
- Investment Services: The firm offers a broad range of investment options, including stocks, bonds, mutual funds, and ETFs. They also provide guidance on retirement planning, education savings, and estate strategies.
- Retirement Planning: Baltus and his team specialize in helping clients plan for retirement. This includes creating a retirement income strategy, managing retirement accounts, and ensuring clients are on track to meet their retirement goals.
- Financial Planning for Business Owners: The firm offers services tailored to business owners, such as succession planning, key employee retention, and business continuity planning.
- Insurance Services: Baltus and his team can provide guidance on various insurance products, including life, disability, and long-term care insurance, to help protect clients and their families' financial well-being.
Location and Access
The office is situated at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. It is conveniently located near the intersection of US-50 and IN-3, making it easily accessible from various points in the region. The office is part of the Totten Crossing shopping center, offering ample parking space, including designated accessible parking spots.
For those using public transportation, the North Vernon Transit Center is approximately a 10-minute walk away. The office is also wheelchair-accessible, with a ramp leading to the entrance and a wheelchair-accessible restroom available on-site.
Featured Characteristics
- Experienced Team: Patrick Baltus has been a financial advisor with Edward Jones since 2006, bringing a wealth of experience and expertise to his clients. He is supported by a dedicated team of professionals, committed to providing exceptional service and support.
- Client-Centric Approach: The firm prides itself on its client-centric approach, focusing on understanding each client's unique financial situation and goals. They strive to build long-term relationships based on trust and exceptional service.
- Comprehensive Financial Solutions: Edward Jones offers a broad range of financial services, allowing clients to manage all their financial needs under one roof. This includes investment services, retirement planning, insurance, and financial planning for business owners.
- Community Involvement: Patrick Baltus and his team are actively involved in the local community. They support various local charities and organizations, reflecting their commitment to giving back to the community they serve.
Practical Information
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone: 8129535965
- Website: edwardjones.com
- Office Hours: Monday - Friday, 8:30 AM - 5:00 PM
- Appointments: Recommended
Positive Aspects from Client Reviews
Patrick Baltus and his team at Edward Jones have received positive reviews from their clients, with an average rating of 3.7/5 on Google My Business. Some of the positive aspects highlighted in these reviews include:
- Knowledgeable and Experienced: Several clients praised Patrick Baltus's extensive knowledge and experience in financial planning and investment services.
- Personalized Service: Many clients appreciated the personalized and tailored approach to their financial needs. The team takes the time to understand each client's unique situation and goals.
- Excellent Communication: Several clients commended the team's excellent communication skills, ensuring clients are always kept informed and involved in the decision-making process.
- Community Involvement: Some clients mentioned the team's involvement in the local community, demonstrating their commitment to supporting local causes and organizations.
In conclusion, Patrick H. Baltus and his team at Edward Jones offer a comprehensive range of financial services, tailored to individual client needs. With a convenient location, experienced team, and a client-centric approach, the firm is committed to helping clients achieve their long-term financial goals. Their positive client reviews further underscore their dedication to exceptional service and support.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
