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
Patrick H. Baltus, a dedicated Financial Advisor associated with Edward Jones, brings a wealth of experience and commitment to North Vernon, Indiana. Located at 2202 N Totten Cir Suite D, Patrick's office is nestled in the heart of North Vernon, providing personalized investment strategies and financial solutions tailored to each client's unique needs.
Main Services
- Financial Consultation: Patrick Baltus offers comprehensive financial consultation, assisting clients in defining their financial goals and developing strategies to achieve them.
- Investment Services: He provides a broad range of investment services, including stocks, bonds, mutual funds, and retirement plans. Patrick helps clients diversify their portfolios to balance risk and return.
- Retirement Planning: With a focus on helping clients prepare for their future, Patrick designs retirement strategies that consider each individual's timeline, income needs, and desired lifestyle.
- Estate Planning: He assists clients in creating and implementing estate plans to protect their assets and ensure a smooth transition of wealth to future generations.
- Insurance Services: Patrick offers insurance solutions, such as life, disability, and long-term care insurance, to help clients protect themselves and their families from financial hardship.
- Education Planning: He helps families navigate the complex landscape of education savings, offering guidance on 529 plans and other education funding strategies.
Location and Access
Patrick H. Baltus' office is situated at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. The office is easily accessible from major roads, including I-69 and US-50, making it convenient for clients throughout the region.
For clients who prefer to use public transportation, the North Vernon Transit System provides services within the city limits. The closest bus stop to Patrick's office is the Totten Circle stop, approximately a five-minute walk from the office.
The office offers ample parking, with wheelchair-accessible spaces available for clients with mobility needs. The building is also wheelchair-accessible, with a ramp leading to the entrance and an elevator providing access to the suite.
Featured Characteristics
- Personalized Service: Patrick Baltus takes the time to understand each client's unique financial situation, goals, and priorities, providing tailored solutions that address their specific needs.
- Community Involvement: As a member of the North Vernon community, Patrick is committed to giving back through various local organizations and initiatives.
- Financial Education: He is dedicated to empowering clients by providing financial education and resources, helping them make informed decisions about their money.
- Long-term Relationships: Patrick focuses on building long-term relationships with his clients, regularly reviewing and adjusting their financial strategies as their lives and goals change.
- Comprehensive Approach: He takes a holistic approach to financial planning, considering not only investment strategies but also insurance, estate planning, and tax implications.
Practical Information
Contact Information
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone: 812-953-5965
- Website: edwardjones.com
Business Hours
- Monday - Friday: 8:30 AM - 5:00 PM
- Saturday - Sunday: By appointment
Accessibility Features
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- Toilet
- Appointments recommended
Customer Reviews and Positive Aspects
With an average rating of 3.7/5 on Google My Business, Patrick H. Baltus has received positive feedback from his clients. Here are some key takeaways from the reviews:
- Knowledgeable and Experienced: Several clients praised Patrick's extensive knowledge and experience in financial planning, highlighting his ability to provide thoughtful guidance and effective strategies.
- Personalized Approach: Many clients appreciate Patrick's personalized approach to financial planning, noting that he takes the time to understand their unique needs and goals.
- Excellent Communication: Clients consistently mention Patrick's excellent communication skills, both in explaining complex financial concepts and keeping them informed about their portfolios.
- Responsive and Helpful: Patrick's responsiveness and willingness to help clients, even outside of regular business hours, have been highlighted as significant strengths in several reviews.
One client, Ryan Kemp, specifically mentioned that Patrick is "awesome" and "always ready to assist," further emphasizing the positive aspects of Patrick's service. These reviews demonstrate Patrick H. Baltus' commitment to providing exceptional financial advice and personalized service to the North Vernon community.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
