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.
📌 Location of Edward Jones - Financial Advisor: Patrick H Baltus
Edward Jones - Patrick H. Baltus: A Comprehensive Review
When it comes to managing your financial future, it's crucial to have a trusted advisor by your side. Located at 2202 N Totten Cir, Suite D, North Vernon, IN 47265, United States, Edward Jones, with its local financial advisor Patrick H. Baltus, offers a wide range of financial services tailored to meet your unique needs.
Main Services
- Financial Consultation: Patrick Baltus provides personalized financial strategies, helping clients navigate the complexities of investing, retirement planning, and insurance needs.
- Investment Services: He offers a variety of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), designed to grow your wealth over time.
- Retirement Planning: Baltus helps clients plan for their golden years with services like 401(k) rollovers, IRAs, and other retirement savings strategies.
- Insurance Services: He offers life, health, and long-term care insurance solutions to protect you and your loved ones from unexpected events.
- Estate Planning: Baltus can help you create a strategy to preserve your wealth and pass it on to future generations.
Location and Access
Edward Jones' North Vernon office is conveniently situated in Suite D of 2202 N Totten Cir, near the intersection with W 23rd St. The office is easily accessible from major roads like US-50 and IN-62.
For those who prefer public transportation, the North Vernon Transit Center is approximately a 15-minute walk from the office. Several bus routes stop nearby, including routes 1, 3, and 4 operated by the South Central Indiana Regional Transit District.
If you're driving, the office offers ample parking, including designated spots for wheelchair-accessible vehicles. The building is also equipped with a wheelchair-accessible entrance and restroom, ensuring all visitors can access the office comfortably.
Featured Characteristics
- Personalized Approach: Patrick Baltus takes the time to understand each client's unique financial goals and circumstances, creating a customized plan to help them achieve their objectives.
- Experience and Expertise: With years of experience in the financial services industry, Baltus brings a wealth of knowledge and insights to his work. He is a seasoned professional who is committed to staying up-to-date with the latest industry trends and best practices.
- Client-Centric Philosophy: Edward Jones and Patrick Baltus are dedicated to providing exceptional client service. They prioritize building long-term relationships with clients and are always available to answer questions or provide guidance.
Practical Information
The office is open Monday through Friday, from 8:00 AM to 5:00 PM. However, Patrick Baltus is available by appointment outside of these hours to accommodate his clients' schedules. Appointments are recommended, so be sure to call ahead or use the online scheduling tool on the Edward Jones website.
To reach the office by phone, dial 812-953-5965. You can also visit the website at edwardjones.com for more information about the services offered or to schedule an appointment.
Positive Aspects from Client Reviews
Edward Jones and Patrick Baltus have received several positive reviews from clients, highlighting various aspects of their service:
"Ryan Kemp is awesome. Always ready to assist." - Google Review
- Responsiveness: Many clients appreciate the prompt and attentive service they receive from Patrick Baltus and his team. They are always ready to assist with any questions or concerns.
- Knowledge and Expertise: Several clients have praised Baltus' deep understanding of financial markets and his ability to provide tailored advice based on their unique situations.
- Personal Touch: Clients often mention the friendly and personalized approach they experience when working with Patrick Baltus. They feel valued and appreciated as individuals, not just as another client.
With an average rating of 3.7/5 from 3 reviews on Google My Business, Edward Jones and Patrick H. Baltus have established a strong reputation for providing quality financial advice and exceptional client service in North Vernon, IN. Their commitment to personalized service, experienced guidance, and long-term client relationships sets them apart in the competitive financial services industry.
👍 Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
