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 Your Financial Well-being
In the heart of North Vernon, Indiana, at 2202 N Totten Cir Suite D, lies the office of Edward Jones, home to dedicated financial advisor Patrick H. Baltus. With a commitment to understanding and addressing the unique financial needs of his clients, Baltus has been instrumental in helping individuals, families, and businesses achieve their financial goals. This detailed guide will delve into the main services provided by Patrick H. Baltus, the accessibility and location of his office, its notable features, practical information, and the positive aspects highlighted in client reviews.
Main Services
Edward Jones, through Patrick H. Baltus, offers a comprehensive suite of financial services tailored to meet the diverse needs of its clients. Here's a closer look at the key services:
- Personalized Retirement Strategies: Baltus works closely with clients to develop customized retirement plans that align with their lifestyle goals and income needs. This includes retirement savings plans, IRA rollovers, and pension rollovers.
- Investment Services: He provides guidance on investment strategies, focusing on long-term growth and preservation of wealth. This includes stocks, bonds, mutual funds, and exchange-traded funds (ETFs).
- Estate and Legacy Planning: Baltus helps clients create estate plans to protect their assets and ensure they're distributed according to their wishes. This includes wills, trusts, and beneficiary designations.
- Insurance Solutions: He offers various insurance products to safeguard clients' financial well-being, such as life insurance, disability income insurance, and long-term care insurance.
- Business Services: Baltus assists business owners with succession planning, employee benefits, and business continuity planning.
Location and Access
The office of Patrick H. Baltus is situated in the Totten Circle neighborhood of North Vernon, just off US Highway 50. The location provides easy access for clients from nearby towns such as Vernon, Hayden, and Butlerville. The office is conveniently located in a suite within a larger building, offering ample parking space. The area is well-served by public transportation, with the North Vernon Transit Center just a short drive away.
Featured Characteristics
Edward Jones, in conjunction with Patrick H. Baltus, has created a welcoming and inclusive environment for all clients. Some of the notable features include:
- Wheelchair Accessibility: The office is designed to be wheelchair-accessible, with a dedicated parking space, wheelchair-accessible entrance, and toilet facilities.
- Appointment-Based Consultations: To ensure personalized and uninterrupted service, Baltus recommends scheduling appointments for client meetings.
- Community Involvement: Edward Jones and Patrick H. Baltus are actively involved in the local community, supporting various causes and initiatives through sponsorships and volunteering.
Practical Information
Here's a summary of practical information for visiting Patrick H. Baltus at Edward Jones:
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone: 812-953-5965
- Website: edwardjones.com
- Hours: Monday - Friday, 8:30 AM - 5:00 PM (Appointment recommended)
Positive Aspects from Client Reviews
Patrick H. Baltus and Edward Jones have received commendable feedback from clients, with an average rating of 3.7/5 on Google My Business. Here are some positive aspects highlighted in the reviews:
- Expertise and Knowledge: Clients appreciate Baltus' extensive knowledge in financial planning and investment strategies, with one reviewer mentioning, "Ryan Kemp is awesome. Always ready to assist."
- Personalized Service: Many clients praise the personalized attention they receive, with Baltus taking the time to understand their unique financial situation and goals.
- Responsiveness and Availability: Reviewers appreciate Baltus' promptness in responding to their queries and his flexibility in scheduling appointments.
- Community Involvement: Some clients highlight Edward Jones' and Baltus' commitment to supporting local causes and initiatives, fostering a sense of community engagement.
In conclusion, Patrick H. Baltus, through Edward Jones, offers a comprehensive range of financial services tailored to meet the unique needs of individual clients, families, and businesses in North Vernon and the surrounding areas. With a commitment to accessibility, personalized service, and community involvement, Baltus has established a strong reputation built on client satisfaction and trust.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
