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
When it comes to managing your financial future, it's crucial to find a trusted and experienced financial advisor. Located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, Patrick H. Baltus, a financial advisor with Edward Jones, is dedicated to understanding your individual needs and helping you achieve your long-term financial goals.
Main Services
- Financial Consultation: Patrick H. Baltus offers personalized financial advice tailored to your unique situation. He takes the time to understand your financial objectives, risk tolerance, and time horizon to develop a strategy that aligns with your goals.
- Investment Services: As a stockbroker and investment services provider, Baltus helps you navigate the complexities of the investment world. He provides guidance on selecting and managing investments, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).
- Retirement Planning: Whether you're just starting your career or nearing retirement, Baltus can help you create a retirement plan that suits your needs. He provides guidance on saving, investing, and distributing assets to help you achieve a comfortable retirement.
- Estate Planning: Baltus can help you create an estate plan that protects your assets and ensures they are distributed according to your wishes. He works with you to understand your goals and creates a plan that minimizes estate taxes and provides for your loved ones.
- Insurance Services: As a licensed insurance professional, Baltus can help you protect your assets and loved ones with the right insurance coverage. He provides guidance on life, health, disability, and long-term care insurance.
Location and Access
Patrick H. Baltus' office is conveniently located at 2202 N Totten Cir Suite D, North Vernon, IN 47265. The office is situated in the Totten Industrial Park, near the intersection of US-50 and I-69, providing easy access from major roads. The area is known for its industrial and commercial activity, with several businesses and services nearby.
Transportation:
- By Car: The office is easily accessible by car, with plenty of parking available on-site.
- By Public Transportation: Unfortunately, public transportation options in North Vernon are limited. However, the North Vernon Transit System does operate within the city, and you may be able to coordinate a ride with the office.
Parking: The office offers ample parking space, including designated accessible parking spots for those with mobility impairments.
Featured Characteristics
- Wheelchair Accessibility: The office is wheelchair-accessible, with features such as a wheelchair-accessible entrance, parking, and toilet to accommodate clients with mobility impairments.
- Appointment Recommended: While walk-ins are welcome, it's recommended to schedule an appointment to ensure that Patrick H. Baltus can dedicate sufficient time to your financial needs.
- Personalized Service: Patrick H. Baltus is committed to providing personalized service to each client. He takes the time to understand your unique financial situation and works closely with you to develop a strategy that aligns with your goals.
Practical Information
- 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 (EST)
Customer Reviews
Edward Jones, where Patrick H. Baltus is a financial advisor, has an average rating of 3.7/5 on Google My Business, based on 3 reviews. Customers have praised the personalized service and the willingness of the staff to go above and beyond to assist them.
One satisfied customer, Ryan Kemp, wrote, "Always ready to assist. They take the time to understand your financial goals and provide sound advice to help you achieve them." This positive aspect, excellent customer service, is a testament to the quality of service you can expect from Patrick H. Baltus and his team at Edward Jones.
Another customer, Kathy S., highlighted the personalized approach in her review, stating, "They took the time to understand my financial goals and created a plan that was tailored to my needs. I feel confident knowing that my advisor has my best interests at heart." This demonstrates that Patrick H. Baltus is committed to providing individualized attention to each client.
In conclusion, Patrick H. Baltus, located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, offers a wide range of financial services tailored to meet your unique needs. With a commitment to personalized service, excellent customer care, and a convenient location, you can trust that your financial future is in capable hands.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
