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
In the heart of North Vernon, Indiana, nestled at 2202 N Totten Cir Suite D, lies the office of Patrick H. Baltus, a dedicated Financial Advisor with Edward Jones. With a commitment to understanding and addressing the unique financial needs of individual investors, Patrick H. Baltus has been serving the community with integrity and professionalism. This comprehensive article delves into the services, location, features, and practical information about Patrick H. Baltus's financial advisory practice, as well as the positive aspects highlighted in customer reviews.
Main Services
- Financial Consultation: Patrick H. Baltus offers personalized financial advice tailored to each client's needs and goals. He takes the time to understand your financial situation and provides strategies to help you grow and protect your wealth.
- Investment Services: As an Edward Jones financial advisor, Patrick H. Baltus provides access to a wide array of investment products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). He can help you build a diversified investment portfolio aligned with your risk tolerance and investment objectives.
- Retirement Planning: Patrick H. Baltus assists clients in planning for their retirement by creating personalized retirement plans. He can help you determine how much you need to save, invest, and when to retire based on your unique circumstances.
- Estate Planning and Insurance Services: He works with clients to create estate plans that protect their assets and provide for their loved ones. Additionally, Patrick H. Baltus can help you explore insurance options to safeguard your financial well-being and that of your family.
- Education Planning: Patrick H. Baltus can guide you through the process of saving and investing for your children's or grandchildren's education with 529 college savings plans and other education savings options.
Location and Access
The office of Patrick H. Baltus is conveniently located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. Situated in the Totten Circle Professional Center, the office offers easy access and ample parking for clients. The building features a wheelchair-accessible entrance and restrooms, ensuring that the office is accessible to all clients.
Public transportation is available nearby, with the North Vernon Transit Center located approximately 1.5 miles away. Several restaurants and shops can be found within a short driving distance, making it easy for clients to grab a bite to eat or run errands before or after their appointments.
Featured Characteristics
- Experienced Team: Patrick H. Baltus is supported by a team of experienced professionals at Edward Jones, providing clients with access to extensive expertise and resources.
- Community Involvement: Patrick H. Baltus is actively involved in the North Vernon community, participating in local events and sponsoring youth sports teams, demonstrating his commitment to giving back to the community he serves.
- Comprehensive Approach: Edward Jones follows a comprehensive approach to financial planning, focusing on understanding and addressing all aspects of a client's financial life, including investing, retirement planning, insurance, and estate planning.
- Personalized Service: Patrick H. Baltus takes the time to build strong, long-lasting relationships with his clients, ensuring that their financial plans evolve with their changing needs and goals.
Practical Information
- Office Hours: The office of Patrick H. Baltus is typically open Monday through Friday, from 8:00 AM to 5:00 PM. However, clients are encouraged to schedule appointments at times that are most convenient for them.
- Phone and Website: You can reach Patrick H. Baltus's office by phone at 812-953-5965 or visit the Edward Jones website for more information about their services at edwardjones.com.
- Appointments: It is recommended that clients schedule appointments in advance to ensure that Patrick H. Baltus can dedicate the necessary time to address their financial needs and goals.
Positive Aspects from Reviews
With an average rating of 3.7/5 on Google My Business, Patrick H. Baltus and Edward Jones receive praise for several positive aspects. Some of the most notable include:
- Expertise and Knowledge: Clients appreciate Patrick H. Baltus's extensive financial knowledge and his ability to provide clear and concise explanations of complex financial concepts.
- Personalized Attention: Many clients highlight the personalized approach and tailored financial plans that Patrick H. Baltus provides, making them feel valued and understood.
- Responsiveness and Availability: Several clients mention Ryan Kemp, a team member, for being always ready to assist and having excellent communication skills. They also appreciate the flexibility in scheduling appointments and the availability of Patrick H. Baltus and his team.
- Community Involvement: Some clients express their appreciation for Patrick H. Baltus's involvement in the local community, demonstrating his commitment to serving the North Vernon area.
These positive aspects, as mentioned by clients, underscore the dedication and professionalism of Patrick H. Baltus and the Edward Jones team in providing high-quality financial advisory services to the North Vernon community.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
