Edward Jones - Financial Advisor: Derek P Helman - Martinsburg, West Virginia
Address: 253 Aikens Center Ste 3, Martinsburg, WV 25404.
Phone: 42645916.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
đ Location of Edward Jones - Financial Advisor: Derek P Helman
Edward Jones - Derek P. Helman: Comprehensive Financial Guidance in Martinsburg, WV
Nestled in the heart of Martinsburg, West Virginia, Edward Jones, branch office 253 Aikens Center Ste 3, offers personalized financial services tailored to meet the unique needs of its clients. Led by experienced financial advisor Derek P. Helman, this office is dedicated to providing a comprehensive and tailored approach to wealth management, retirement planning, and investment strategies.
Main Services
- Financial Consultation: Derek Helman and his team provide expert financial advice, helping clients navigate complex financial landscapes and make informed decisions about their money.
- Investment Services: The office offers a wide range of investment services, including stocks, bonds, mutual funds, and retirement accounts, all tailored to clients' unique financial goals and risk tolerance.
- Retirement Planning: Edward Jones helps clients plan for their future with retirement strategies that fit their lifestyle goals and income needs.
- Estate Planning: The team assists clients in creating estate plans that protect their assets and ensure a smooth transfer of wealth to their beneficiaries.
- Education Planning: For clients with children or grandchildren, Derek Helman and his team can help establish education savings plans to make higher education more affordable.
Location and Access
The office is situated at 253 Aikens Center Ste 3, Martinsburg, WV 25404, in the Aikens Center, a prominent shopping plaza in the heart of Martinsburg. The location offers easy access to major roads, including I-81 and Route 9.
- Public Transportation: Martinsburg's public bus service, MARTPO, has a stop near the office, making it accessible for clients who rely on public transportation.
- Parking: The office offers ample free parking, with designated spaces for clients and visitors. The parking lot is well-lit and wheelchair accessible.
Featured Characteristics
Edward Jones - Derek P. Helman stands out with several unique features that enhance the client experience:
- Wheelchair Accessibility: The office is designed to be wheelchair accessible, with a ramp at the entrance and a wheelchair-accessible restroom.
- Appointments Recommended: To ensure dedicated and uninterrupted service, the office encourages clients to schedule appointments in advance.
- Community Involvement: Derek Helman and his team are actively involved in the Martinsburg community, participating in local events and supporting various charitable causes.
Practical Information
- Office Hours: Monday - Friday, 8:30 AM - 5:00 PM. However, clients can schedule appointments outside these hours upon request.
- Contact Information: Phone: 42645916, Website: edwardjones.com
- Nearby Landmarks: The office is located near several prominent landmarks, including the Apollo Civic Theatre, the Martinsburg Roundhouse, and the Berkeley County Museum & Heritage Center.
Client Testimonials
With an average rating of 5/5 on Google My Business, clients praise Derek Helman and his team for their professionalism, personal approach, and expertise in financial planning.
"Derek Helman and his team are exceptional! They always take the time to understand our financial goals and provide tailored advice. We feel truly taken care of." - John D.
"I've been a client of Edward Jones for years, and Derek Helman has been my advisor for the past five. He's always professional, knowledgeable, and makes me feel like I'm his only client. I couldn't ask for better service." - Sarah L.
Edward Jones - Derek P. Helman offers a comprehensive range of financial services, delivered with a personal touch and a commitment to excellence. Located in the heart of Martinsburg, this office is dedicated to helping clients secure their financial futures and achieve their long-term goals. Whether you're planning for retirement, investing for the future, or managing your estate, Derek Helman and his team are here to provide the expert guidance and support you need.
đ Reviews of Edward Jones - Financial Advisor: Derek P Helman
