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 - Financial Advisor: Patrick H. Baltus
Main Services
Edward Jones - Financial Advisor: Patrick H. Baltus offers a wide range of financial services to help clients achieve their financial goals. The main services provided by Patrick H. Baltus include:
- Financial Consultation: Patrick H. Baltus provides personalized financial advice tailored to each client's unique situation. He helps clients understand their financial needs and develop strategies to meet their goals.
- Investment Services: Edward Jones offers a variety of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Patrick H. Baltus works with clients to create diversified investment portfolios that align with their risk tolerance and investment objectives.
- Retirement Planning: Whether clients are just starting to save for retirement or nearing retirement, Patrick H. Baltus can help them develop a retirement plan that meets their needs. He can provide guidance on retirement savings accounts, such as IRAs and 401(k)s, and help clients plan for income distribution in retirement.
- Estate Planning: Patrick H. Baltus can help clients navigate the complexities of estate planning, including wills, trusts, and probate. He works with clients to develop an estate plan that protects their assets and provides for their loved ones.
- Insurance Services: Edward Jones offers a variety of insurance products, including life, health, and long-term care insurance. Patrick H. Baltus can help clients identify their insurance needs and find the right coverage to protect their assets and loved ones.
Location and Access
The office of Edward Jones - Financial Advisor: Patrick H. Baltus is located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. The office is situated in the Totten Crossing shopping center, near the intersection of US Highway 50 and State Road 3.
The office is easily accessible by car, with ample parking available in the shopping center's lot. The office is also wheelchair-accessible, with a dedicated parking space and accessible entrance and toilet facilities.
Featured Characteristics
Edward Jones - Financial Advisor: Patrick H. Baltus stands out from other financial advisors in the North Vernon area due to several unique characteristics:
- Personalized Approach: Patrick H. Baltus takes the time to understand each client's unique financial situation and goals before developing a personalized financial plan. He believes that every client is unique, and their financial plan should reflect that.
- Transparent Communication: Patrick H. Baltus is committed to maintaining open and transparent communication with his clients. He explains complex financial concepts in simple terms and keeps clients informed about their financial progress.
- Long-Term Relationships: Patrick H. Baltus is dedicated to building long-term relationships with his clients. He works with clients through all stages of life, from saving for retirement to planning for retirement income and estate planning.
- Community Involvement: As a lifelong resident of Jennings County, Patrick H. Baltus is deeply committed to giving back to the local community. He is involved in various community organizations and supports local charities and causes.
Practical Information
Here is some practical information about Edward Jones - Financial Advisor: Patrick H. Baltus:
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone: 812-953-5965
- Website: edwardjones.com
- Hours: Monday - Friday, 8:30am - 5pm (by appointment)
- Appointments: Recommended, can be scheduled by phone or online
Positive Aspects from Reviews
Edward Jones - Financial Advisor: Patrick H. Baltus has received positive reviews from clients, highlighting several aspects of his service:
- Expertise: Clients have praised Patrick H. Baltus' extensive knowledge of financial planning and investment strategies.
- Professionalism: Several clients have commended Patrick H. Baltus' professionalism and attention to detail in handling their financial affairs.
- Responsiveness: Clients have noted Patrick H. Baltus' promptness in responding to their inquiries and addressing their concerns.
- Personal Touch: Many clients have appreciated Patrick H. Baltus' personalized approach to financial planning and his commitment to understanding their unique financial needs and goals.
One client, Ryan Kemp, wrote, "Always ready to assist. Very knowledgeable and helpful in all aspects of financial planning. Highly recommend." This review highlights Patrick H. Baltus' responsiveness, expertise, and commitment to client satisfaction.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
