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 - North Vernon, IN
Located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, the Edward Jones branch headed by Financial Advisor Patrick H. Baltus offers comprehensive financial services to the local community. This office, part of the esteemed Edward Jones financial services network, is committed to providing personalized investment solutions to help clients achieve their long-term financial goals.
Main Services
- Financial Consultation: Patrick Baltus and his team provide tailored financial advice, taking into account each client's unique situation, goals, and risk tolerance.
- Investment Services: They offer a wide range of investment options, including stocks, bonds, mutual funds, Exchange-Traded Funds (ETFs), and retirement plans like IRAs and 401(k)s.
- Retirement Planning: The team specializes in creating retirement income strategies, helping clients prepare for a comfortable retirement.
- Estate Planning: They assist clients in developing strategies to preserve their wealth and leave a legacy for their loved ones.
- Insurance Services: Patrick Baltus and his team offer insurance products to help protect clients' assets and loved ones from financial risks.
- Education Planning: They provide guidance on saving and investing for education expenses, including 529 college savings plans.
Location and Access
The office is situated in Suite D of the Totten Professional Center, off US Highway 50 and close to the intersection with State Road 65. It's easily accessible from nearby neighborhoods such as North Vernon, Madison, and Vernon.
For clients with mobility concerns, the office offers:
- Wheelchair-accessible parking spaces
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
Featured Characteristics
Some notable features of this Edward Jones branch include:
- Personalized Approach: Patrick Baltus believes in building strong, long-term relationships with clients, taking the time to understand their unique financial needs and goals.
- Comprehensive Services: The office offers a broad range of financial services, allowing clients to manage their entire financial picture under one roof.
- Experienced Team: With years of industry experience, Patrick Baltus and his team are well-equipped to navigate complex financial landscapes and provide sound advice.
- Client-Centric Culture: Edward Jones is known for its client-centric approach, with a focus on delivering exceptional service and putting clients' needs first.
Practical Information
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone: 812-953-5965
- Website: Edward Jones
- Business Hours: Monday - Friday, 8:30 AM - 5:00 PM (EST)
- Appointments: Recommended; walk-ins welcomed
Client Reviews and Positive Aspects
The office has an average rating of 3.7/5 stars on Google My Business, with a total of 3 reviews. Positive aspects mentioned by clients include:
- Knowledgeable and Experienced: Several clients praised Patrick Baltus' extensive financial knowledge and expertise, as well as his ability to explain complex financial concepts in understandable terms.
- Responsive and Attentive: Clients appreciated the team's prompt responses to their queries and the personalized attention they received.
- Comfortable and Accessible Office: Some clients noted the office's accessibility features and welcoming atmosphere.
- Trusted Advisor: Many clients expressed their trust in Patrick Baltus and his team, valuing their professional advice and support.
One client, Ryan Kemp, highlighted the team's responsiveness and assistance, stating, "Always ready to assist." This testimonial underscores the office's commitment to delivering prompt and helpful service to its clients.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
