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, lies the professional office of Patrick H. Baltus, a dedicated financial advisor with Edward Jones. Located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, Patrick's commitment to personal service and understanding of individual needs set him apart in the financial services industry. With a strong focus on building client relationships, he is well-versed in providing tailored financial strategies that align with clients' long-term goals. This article delves into the services offered, the location and accessibility of the office, unique features, practical information, and positive aspects highlighted by client reviews.
Main Services
- Financial Consultation: Patrick Baltus begins by understanding each client's unique financial situation, objectives, and risk tolerance. He then develops a personalized strategy that addresses their specific needs.
- Investment Services: With access to a wide range of investment products, Patrick helps clients diversify their portfolios to manage risk and optimize returns. He monitors these investments and adjusts as needed to stay in line with clients' goals.
- Retirement Planning: Patrick assists clients in planning for their retirement, helping them determine how much they need to save and offering strategies to make the most of their retirement assets.
- Estate Planning: He guides clients through estate planning strategies, helping them preserve their legacy and transfer wealth according to their wishes.
- Education Planning: Patrick helps parents and guardians save for their children's or grandchildren's education through various saving and investment options.
Location and Access
The office is situated in a professional park off State Road 3, providing easy access from both North and South Vernon. It's approximately a 10-minute drive from downtown Vernon, near the intersection with US 50. The office is easily recognizable with its distinctive Edward Jones signage.
- Parking: The office offers ample, free parking, including dedicated accessible spaces.
- Public Transportation: While there are no direct public transit options to the office, the North Vernon Transit Center is about a 10-minute drive away, offering connections to other cities.
Featured Characteristics
- Wheelchair Accessibility: The office is designed to be wheelchair-accessible, with a ramp at the entrance and a wheelchair-accessible restroom on-site.
- Appointments Recommended: While walk-ins are welcome, scheduling an appointment ensures clients receive undivided attention and the most efficient use of their time.
- Private Consultation Rooms: The office features private rooms to ensure clients' conversations remain confidential and comfortable.
Practical Information
- Business Hours: The office is typically open Monday through Friday, from 8:00 AM to 4:30 PM. However, Patrick Baltus may be available outside these hours by appointment.
- Contact Information:
- Phone: 812-953-5965
- Website: edwardjones.com
Positive Aspects from Reviews
Patrick Baltus' commitment to client service is reflected in his reviews. Clients appreciate his:
- Personalized Approach: Many clients highlight Patrick's ability to understand their unique financial situations and create tailored plans that align with their goals.
- Availability and Communication: Clients commend Patrick for his responsiveness and clear communication, ensuring they always feel informed and supported.
- Expertise and Knowledge: Several clients mention Patrick's deep understanding of the financial markets and his ability to provide sound advice based on their needs.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
