Edward Jones - Financial Advisor: Derek P Helman - Martinsburg, West Virginia

Edward Jones - Financial Advisor: Derek P. Helman

Nestled in the heart of Martinsburg, West Virginia, Edward Jones' office led by financial advisor Derek P. Helman stands as a beacon of reliability and trust when it comes to financial planning and investment services. With a commitment to understanding and addressing the unique financial needs of individual investors, Edward Jones and Derek P. Helman have been providing personalized service and tailored advice for over three decades.

Main Services

• Financial Consultation: Derek P. Helman works closely with clients to understand their financial goals, risk tolerance, and time horizon. He then develops a tailored investment strategy to help them achieve their objectives.
• Investment Services: Edward Jones offers a wide range of investment products, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and retirement accounts. Derek P. Helman helps clients navigate this landscape to find the investments that best fit their needs.
• Retirement Planning: Whether it's planning for a distant retirement or managing assets in retirement, Derek P. Helman provides guidance on retirement strategies, including 401(k)s, IRAs, and pension plans.
• Estate and Legacy Planning: Helman works with clients to develop strategies for transferring wealth to future generations, minimizing estate taxes, and preserving their legacy.
• Education Planning: He also assists clients in planning for their children's or grandchildren's education through strategies like 529 college savings plans.

Location and Access

The office of Edward Jones - Derek P. Helman is situated at 253 Aikens Center, Suite 3, Martinsburg, WV 25404. This location is in the heart of Martinsburg's business district, providing easy access for clients from the surrounding areas.

For those traveling by car, the office is conveniently located near the intersection of I-81 and WV-9. There is ample parking available in the lot adjacent to the building, including designated wheelchair-accessible spots.

Public transportation users can take advantage of the nearby Martinsburg Intermodal Transportation Center, which is served by the Eastern Panhandle Transit Authority (EPTA). From there, it's a short walk or taxi ride to the office.

Featured Characteristics

• Wheelchair Accessibility: The office is designed to be wheelchair accessible, with a ramp leading to the entrance, wide doorways, and a wheelchair-accessible restroom.
• Appointments Recommended: While walk-ins are welcome, it's recommended to schedule an appointment to ensure Derek P. Helman can provide his full attention to your financial needs.
• Professional and Welcoming Atmosphere: The office provides a comfortable and inviting environment, fostering open communication and trust between clients and Derek P. Helman.

Practical Information

• Phone: You can reach the office by phone at (426) 459-16.
• Website: For more information about Edward Jones and Derek P. Helman, visit the official website at edwardjones.com.
• Business Hours: The office is typically open from 8:30 AM to 5 PM, Monday through Friday. However, it's always a good idea to confirm these hours with the office, as they may vary.

Positive Aspects from Reviews

With an average rating of 5 out of 5 stars from one review on Google My Business, clients have praised Derek P. Helman's professionalism, knowledge, and commitment to their financial well-being. One reviewer highlighted:

"Derek Helman has been my financial advisor for over 25 years. He has always been professional, knowledgeable, and responsive to my financial needs. I trust him implicitly with my investments and would highly recommend him to anyone looking for a financial advisor."

This testimonial underscores the trust and confidence that clients place in Derek P. Helman, reflecting the personalized service and attention to detail that Edward Jones strives to provide.

👍 Reviews of Edward Jones - Financial Advisor: Derek P Helman