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
Introduction to Edward Jones - Patrick H Baltus
When it comes to managing your financial future, it's crucial to have a trusted and experienced financial advisor by your side. Edward Jones, a renowned financial services firm, has a dedicated financial advisor, Patrick H. Baltus, ready to serve clients in North Vernon, Indiana, and the surrounding areas. With a commitment to understanding your unique financial goals and providing personalized strategies, Patrick H. Baltus is dedicated to helping you achieve your long-term financial objectives.
Main Services
- Personalized Financial Planning: Patrick H. Baltus works closely with each client to understand their individual financial situation, goals, and concerns. He then creates a tailored financial plan that addresses their specific needs and helps them work towards a secure financial future.
- Investment Services: As a stock broker and investment consultant, Patrick H. Baltus offers a wide range of investment services, including but not limited to, stocks, bonds, mutual funds, and exchange-traded funds (ETFs). He helps clients make informed investment decisions based on their risk tolerance and long-term objectives.
- Retirement Planning: Whether you're just starting your career or nearing retirement, Patrick H. Baltus can help you create a retirement plan that suits your needs. He offers guidance on retirement savings strategies, pension plans, and Social Security benefits to help you prepare for a comfortable retirement.
- Estate Planning and Insurance Services: Patrick H. Baltus works with clients to develop estate planning strategies that protect their assets and provide for their loved ones. He also offers insurance services, including life, health, and disability insurance, to help protect you and your family from financial risks.
Location and Access
Edward Jones - Patrick H. Baltus is conveniently located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. The office is situated in the north-central part of North Vernon, near the intersection of US-50 and IN-37. The area is easily accessible, with nearby parking available for clients. The office is wheelchair-accessible, with a dedicated wheelchair-accessible entrance and toilet facilities.
Featured Characteristics
- Experienced Financial Advisor: Patrick H. Baltus is a seasoned financial advisor with extensive knowledge and experience in the financial services industry. He is committed to staying up-to-date with the latest market trends and regulatory changes to provide the best possible advice to his clients.
- Community Involvement: Patrick H. Baltus is actively involved in the North Vernon community, participating in local events and supporting various charitable organizations. He takes pride in building strong, long-lasting relationships with his clients and their families.
- Comprehensive Approach: Edward Jones - Patrick H. Baltus takes a holistic approach to financial planning, considering all aspects of a client's financial life. This comprehensive approach ensures that clients receive well-rounded, balanced financial advice tailored to their unique needs.
Practical Information
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone: 812-953-5965
- Website: Edward Jones - Patrick H. Baltus
- Business Hours:
- Monday - Friday: 8:30 AM - 5:00 PM
- Saturday - Sunday: By appointment
Positive Aspects from Reviews
Edward Jones - Patrick H. Baltus has received a total of 3 reviews on Google My Business, with an average rating of 3.7/5. Here are some positive aspects mentioned in the reviews:
- Personalized Service: Several reviewers highlighted Patrick H. Baltus' ability to provide personalized and tailored financial advice, taking the time to understand their unique situations and goals.
- Expertise and Knowledge: Clients have praised Patrick H. Baltus' deep understanding of the financial markets and his ability to provide sound, well-informed advice. His experience and expertise have instilled confidence in his clients.
- Responsiveness and Communication: Reviewers appreciated Patrick H. Baltus' prompt response to their inquiries and his clear, easy-to-understand explanations of complex financial concepts. He maintains open lines of communication, ensuring clients are well-informed about their financial plans.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
