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
Located in the heart of North Vernon, Indiana, the Edward Jones financial advisor office of Patrick H. Baltus stands as a beacon of trust and expertise in the realm of financial planning and investment services. With a commitment to understanding and addressing the unique financial needs of individual investors, the office has established itself as a valuable resource for the local community.
Main Services
- Financial Consultation: Patrick Baltus and his team offer comprehensive financial consultations, tailoring their approach to each client's specific goals, risk tolerance, and time horizon.
- Investment Services: They provide a broad range of investment services, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), always seeking to align investments with clients' long-term objectives.
- Retirement Planning: The office specializes in retirement planning, helping clients prepare for a secure and comfortable future through strategies such as 401(k) rollovers, IRAs, and annuities.
- Estate Planning & Insurance: They offer guidance on estate planning and insurance products to help protect clients' assets and loved ones.
- Education Planning: The team assists clients in saving for their children's or grandchildren's education through 529 college savings plans and other education savings strategies.
Location and Access
The office is situated at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States, in the Totten Crossing neighborhood. It is easily accessible from major roads such as US-50 and IN-3.
For those using public transportation, the North Vernon Transit Center is approximately a 10-minute walk away, providing convenient access to the office.
Parking is available on-site, with designated spaces for wheelchair-accessible vehicles. The building also features a wheelchair-accessible entrance and toilet to ensure accessibility for all visitors.
Featured Characteristics
- Personalized Approach: Patrick Baltus and his team pride themselves on building personal relationships with their clients, taking the time to understand each individual's unique situation and aspirations.
- Comprehensive Services: The office offers a wide array of financial services, allowing clients to address all their financial needs under one roof.
- Experienced Professionals: With extensive industry knowledge and a commitment to ongoing education, the team at Edward Jones delivers expert advice and guidance.
- Community Involvement: The office is actively involved in the local community, participating in events and supporting causes that matter to North Vernon residents.
Practical Information
- Business Hours: The office is typically open Monday through Friday, from 8:00 AM to 4:30 PM. However, it is recommended to schedule an appointment to ensure Patrick Baltus or another team member is available to meet with you.
- Contact Information:
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone: 812-953-5965
- Website: edwardjones.com
Client Reviews and Positive Aspects
The office of Patrick H. Baltus has garnered a solid reputation among its clients, with an average rating of 3.7/5 stars on Google My Business, based on 3 reviews. Some of the positive aspects highlighted in these reviews include:
- Knowledgeable and Helpful Staff: Clients appreciate the team's expertise and willingness to assist with all their financial needs.
- Personalized Service: Many clients mention the tailored approach to their financial planning, with Patrick Baltus and his team taking the time to understand their unique goals and circumstances.
- Responsive and Available: Clients value the team's responsiveness and availability, ensuring their financial concerns are addressed promptly and professionally.
One client, Ryan Kemp, praised the office by stating, "Ryan Kemp is awesome. Always ready to assist." This testimonial underscores the team's commitment to providing exceptional service and support to their clients.
In conclusion, the Edward Jones financial advisor office of Patrick H. Baltus stands as an invaluable resource for North Vernon residents seeking expert guidance in investment, retirement, and overall financial planning. With a focus on personalized service, comprehensive offerings, and a deep understanding of their clients' unique needs, the office continues to earn the trust and appreciation of the local community.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
