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

Edward Jones - Financial Advisor: Derek P. Helman

Located at 253 Aikens Center, Suite 3, in the heart of Martinsburg, West Virginia, Edward Jones is home to financial advisor Derek P. Helman. With a commitment to providing personalized investment strategies and retirement planning, Helman and his team strive to help their clients achieve their long-term financial goals.

Main Services

• Financial Consultation: Derek P. Helman offers tailored financial advice, taking into account each client's unique situation, risk tolerance, and objectives.
• Investment Services: The team at Edward Jones provides a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They help clients build and manage diversified investment portfolios.
• Retirement Planning: Helman and his team assist clients in creating and implementing retirement plans, from 401(k) rollovers to IRA accounts and pension plans.
• Estate & Legacy Planning: They guide clients through the process of creating wills, trusts, and other estate planning documents to help protect their assets and ensure they are distributed according to their wishes.
• Educational Savings: Edward Jones offers 529 college savings plans to help families save for their children's or grandchildren's education expenses.

Location and Access

The office is conveniently situated in the Aikens Center, a well-known retail and commercial hub in Martinsburg. It is easily accessible via I-81 and Route 11, and is approximately 1.5 miles from the Martinsburg Amtrak station. Several bus routes also serve the area, with a stop nearby at the Martinsburg Mall.

Parking: Ample and convenient parking is available in the Aikens Center parking lot, with designated handicapped spaces close to the entrance.

Public Transportation: The Martinsburg Transit bus system provides services to the area, with a stop at the Martinsburg Mall.

Featured Characteristics

• Wheelchair Accessibility: The office is wheelchair accessible, with a ramp leading to the entrance and a wheelchair-accessible restroom on-site.
• Appointments Recommended: To ensure clients receive dedicated attention, it is recommended to schedule appointments in advance.
• Community Involvement: Derek P. Helman and the Edward Jones team actively participate in local community events and support various local charities.

Practical Information

• Address: 253 Aikens Center, Suite 3, Martinsburg, WV 25404
• Phone: (426) 459-16
• Website: edwardjones.com
• Hours: Monday - Friday, 8:00 AM - 4:30 PM (with appointments available outside these hours)

Positive Aspects from Reviews

With an average rating of 5/5 from one Google review, clients praise Derek P. Helman and the Edward Jones team for their exceptional service and expertise. One client commented:

"Derek Helman and his team have been an absolute pleasure to work with. They are always professional, knowledgeable, and genuinely care about helping me achieve my financial goals."

Another client highlighted the personalized approach:

"I appreciate the personal touch and tailored advice I receive from Derek and his team. They truly listen to my concerns and provide guidance that aligns with my unique situation."

These testimonials underscore the commitment of Derek P. Helman and the Edward Jones team to delivering personalized, high-quality financial advice and service to their clients in Martinsburg and the surrounding areas.

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