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
Edward Jones, a distinguished name in the financial services industry, is proud to have Patrick H. Baltus as a financial advisor at its North Vernon, Indiana branch. With a commitment to providing personalized investment solutions and exceptional client service, Patrick Baltus is dedicated to helping his clients achieve their long-term financial goals.
Main Services
- Financial Consultation: Patrick Baltus offers comprehensive financial consulting services tailored to each client's unique financial situation and objectives. He takes the time to understand his clients' goals, risk tolerance, and time horizon to develop a personalized investment strategy.
- Investment Services: As an Edward Jones financial advisor, Patrick Baltus provides a wide array of investment services, including stocks, bonds, mutual funds, ETFs, and retirement accounts. He helps clients navigate the complexities of the investment world and makes informed decisions about their portfolios.
- Retirement Planning: With a focus on helping clients prepare for a comfortable retirement, Patrick Baltus designs retirement plans that address income needs, risk management, and estate planning considerations. He offers guidance on 401(k)s, IRAs, and other retirement savings vehicles.
- Estate and Legacy Planning: Patrick Baltus works with clients to create effective estate and legacy plans that protect their assets and ensure a smooth transfer of wealth to future generations. He helps clients understand the tax implications of their estate plans and provides guidance on trust and will creation.
Location and Access
The Edward Jones office of Patrick H. Baltus is conveniently located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. Situated in the heart of North Vernon, the office is easily accessible from major roads and offers ample parking for clients.
For clients with mobility impairments, the office provides a wheelchair-accessible entrance and restroom facilities. Additionally, wheelchair-accessible parking is available for those who require it.
Featured Characteristics
- Client-Centric Approach: Patrick Baltus is committed to building long-term relationships with his clients, understanding their unique financial situations, and providing personalized solutions that address their specific goals and needs.
- Community Involvement: As a member of the North Vernon community, Patrick Baltus is dedicated to giving back and supporting local initiatives. He actively participates in community events and organizations, demonstrating his commitment to the betterment of the area.
- Proactive Communication: Patrick Baltus keeps his clients informed about market trends and economic conditions that may impact their portfolios. He proactively reaches out to clients to discuss their investment strategies and make adjustments as needed.
Practical Information
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone: 812-953-5965
- 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
Positive Aspects from Reviews
With an average rating of 3.7/5 from 3 reviews on Google My Business, clients of Patrick H. Baltus have praised several aspects of his service:
"Ryan Kemp is awesome and always ready to assist. He goes above and beyond to help." - Google Review
- Responsiveness: Clients appreciate Patrick Baltus' quick and attentive response to their inquiries, ensuring that their concerns are addressed promptly and professionally.
- Personalized Service: Patrick Baltus is commended for his ability to understand and cater to each client's unique financial needs and goals, providing personalized solutions that set him apart from other financial advisors.
- Professionalism: Clients note Patrick Baltus' expertise and professionalism in navigating the complexities of the financial world, helping them make informed decisions about their investments.
By combining a deep understanding of the financial services industry with a commitment to exceptional client service, Patrick H. Baltus, Edward Jones financial advisor, has established himself as a trusted and valued member of the North Vernon community.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
