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 serving as a dedicated financial advisor at their North Vernon, Indiana branch. With a commitment to understanding and meeting the unique financial needs of his clients, Patrick Baltus offers a comprehensive range of services tailored to help individuals, families, and businesses achieve their long-term financial goals.
Main Services
- Financial Consultation: Patrick Baltus begins by getting to know his clients, understanding their financial goals, risk tolerance, and timeline. He then creates a personalized strategy to help them achieve their objectives.
- Investment Services: He offers a broad range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help clients build and manage their investment portfolios.
- Retirement Planning: Baltus specializes in helping clients plan for retirement, guiding them through crucial decisions such as when to start receiving Social Security benefits, how much to save, and which retirement accounts to use.
- Estate Planning: He assists clients in creating estate plans that protect their assets and ensure a smooth transfer to beneficiaries, including wills, trusts, and life insurance strategies.
- Insurance Services: Baltus helps clients protect their assets and loved ones with various insurance products, including life, health, and long-term care insurance.
- Business Services: He works with business owners to create succession plans, employee benefits packages, and strategies to help grow and manage their businesses.
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. The office is situated in the Totten Industrial Park, providing easy access from nearby neighborhoods such as Kimes Addition, Northside, and Westside. The site is served by the following transportation options:
- Bus: The office is accessible via the North Vernon City Bus, with the nearest stop located on US-50 W at North 22nd Street, approximately a 10-minute walk away.
- Car: The office is easily reachable by car, with ample parking available on-site. The office is located just off US-50 W, providing quick access to nearby cities like Madison and Columbus.
Featured Characteristics
The office of Patrick H. Baltus is designed to be accessible and comfortable for all clients. Some of the featured characteristics include:
- Wheelchair-Accessible Parking and Entrance: The office provides dedicated wheelchair-accessible parking spaces and an automated entrance door for easy accessibility.
- Wheelchair-Accessible Toilet: The office has a wheelchair-accessible toilet to ensure comfort and convenience for all clients.
- Appointments Recommended: While walk-ins are welcome, Patrick Baltus encourages clients to schedule appointments to ensure he can dedicate ample time to their financial needs.
Practical Information
- Phone: 812-953-5965
- Website: edwardjones.com
- Hours: Monday - Friday, 8:30 AM - 5 PM (EST), with appointment availability outside these hours as needed.
Positive Aspects from Reviews
The Edward Jones office of Patrick H. Baltus has received an average rating of 3.7/5 from 3 reviews on Google My Business. Some of the positive aspects mentioned in the reviews include:
- Expertise and Knowledge: Clients have praised Patrick Baltus' extensive knowledge and ability to explain complex financial concepts in an easy-to-understand manner.
- Personalized Service: Reviewers have highlighted the personalized approach that Patrick Baltus takes with each client, tailoring his services to meet their unique financial needs and goals.
- Responsiveness and Availability: Clients have appreciated Patrick Baltus' prompt responses to their inquiries and his willingness to accommodate their schedules for appointments.
One client, Ryan Kemp, praised Patrick Baltus for being "awesome" and always ready to assist, highlighting the positive aspects of expertise, personalized service, and responsiveness.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
