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
Edward Jones, a renowned investment firm, is proud to have Patrick H. Baltus as a dedicated financial advisor serving the North Vernon, Indiana community. With a commitment to understanding and addressing the unique financial needs of his clients, Patrick has built a reputation for excellence in the industry.
Main Services
- Financial Consultation: Patrick offers personalized financial consultation services, taking the time to understand each client's financial goals, risk tolerance, and investment horizon to develop tailored strategies.
- Investment Services: He provides a wide range of investment services, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and retirement planning solutions.
- Retirement Planning: Patrick specializes in helping clients prepare for retirement through strategies such as IRAs, 401(k)s, and other employer-sponsored retirement plans.
- Estate Planning & Legacy Strategies: He assists clients in creating and implementing estate plans to protect their assets and ensure a smooth transition to their beneficiaries.
- Insurance Services: Patrick offers various insurance options, including life, disability, and long-term care insurance, to help clients protect their families and assets.
- Education Planning: He helps families save and plan for their children's education through strategies like 529 college savings plans.
Location and Access
Edward Jones - Patrick H. Baltus is conveniently located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States, just off US-50. The office is situated in a professional complex, providing easy access for clients. There is ample wheelchair-accessible parking available, and the entrance is also wheelchair-accessible. The facility features wheelchair-accessible restrooms and regular restrooms as well. To schedule an appointment, clients can call the office at 812-953-5965.
Featured Characteristics
- Experienced Financial Advisor: Patrick H. Baltus has been a financial advisor with Edward Jones since 2010, bringing a wealth of knowledge and expertise to his clients.
- Comprehensive Approach: He takes a holistic approach to financial planning, considering all aspects of a client's financial situation to create comprehensive strategies.
- Community Involvement: Patrick is actively involved in the North Vernon community, volunteering his time and resources to support local organizations and events.
- Client-Centered Philosophy: Patrick follows Edward Jones' client-centric philosophy, focusing on building long-term relationships and helping clients achieve their financial goals.
Practical Information
- Office Hours: Monday - Friday, 8:30 AM - 4:30 PM (EST), with additional hours available by appointment.
- Website: edwardjones.com
- Specialties: Financial consultant, Finance broker, Investment service, Stock broker
Positive Aspects from Reviews
With an average rating of 3.7/5 from 3 reviews on Google My Business, Patrick H. Baltus has received positive feedback from clients highlighting his professionalism and dedication:
"Ryan Kemp is awesome. Always ready to assist."
This review praises Patrick's assistant, Ryan Kemp, for their responsiveness and assistance, indicating a positive and supportive work environment that contributes to clients' overall experience.
To summarize, Edward Jones - Patrick H. Baltus offers a comprehensive range of financial services tailored to the unique needs of North Vernon residents. With a convenient, accessible location, experienced financial advisor, and a commitment to community involvement, Patrick Baltus has established himself as a trusted and valued member of the local financial community.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
