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, residents and businesses alike have found a trusted financial ally in Patrick H. Baltus, a financial advisor affiliated with Edward Jones. With a commitment to understanding and addressing the unique financial needs of his clients, Baltus has established a reputation for excellence in the area.
Located at 2202 N Totten Cir Suite D, Patrick H. Baltus is part of the Edward Jones network, a leading investment firm with a presence in North America and beyond. This office, nestled in the Totten Circle area, offers a range of financial services tailored to meet the diverse needs of its clients.
Main Services
- Financial Consultation: Patrick Baltus provides personalized financial advice, taking into account each client's unique goals, risk tolerance, and time horizon.
- Investment Services: He offers a wide range of investment products and services, including stocks, bonds, mutual funds, and retirement plans, to help clients grow and preserve their wealth.
- Retirement Planning: Baltus specializes in helping clients plan for their retirement, offering strategies for retirement savings, income distribution, and legacy planning.
- Estate Planning and Insurance: He assists clients in creating estate plans to protect their assets and provide for their loved ones, and offers insurance solutions to help manage risks.
- Business Services: Baltus works with business owners to provide financial strategies for employee benefits, business succession planning, and more.
Patrick Baltus and his team at Edward Jones are committed to providing high-quality service and building long-term relationships with their clients. They believe in understanding what's important to each client, and then helping them develop a personalized strategy to achieve their financial goals.
Location and Access
The office of Patrick H. Baltus is conveniently situated in North Vernon's Totten Circle neighborhood, providing easy access for clients from across the region. The area is known for its quiet, residential streets and is just a short drive from the city's downtown area.
For those who prefer public transportation, the office is located near several bus stops served by the South Central Indiana Transit System. There is also ample parking available on-site, including a wheelchair-accessible parking spot.
Featured Characteristics
- Wheelchair Accessibility: The office is designed to be wheelchair accessible, with a ramp leading to the entrance and a wheelchair-accessible restroom on site. This ensures that all clients can access the services they need.
- Appointments Recommended: Patrick Baltus and his team encourage clients to schedule appointments in advance to ensure they receive the full attention and personalized service they deserve.
- Patience and Personalization: Many client reviews highlight Baltus' patience and ability to tailor his services to each client's unique needs. He takes the time to understand each client's financial goals and provides clear, understandable advice.
Practical Information
- Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
- Phone: 812-953-5965
- Website: edwardjones.com
- Hours of Operation: Monday - Friday, 8:00 AM - 5:00 PM (EST)
Positive Aspects from Reviews
Patrick Baltus and his team have received numerous positive reviews from clients who appreciate their personalized approach and commitment to excellence.
- Ryan Kemp: "Always ready to assist. Very knowledgeable and patient. I highly recommend Patrick and his team for your financial needs." (Google Review, 5 stars)
- Sarah Johnson: "Patrick took the time to understand my financial goals and created a personalized plan for me. I feel confident knowing that he is looking out for my best interests." (Google Review, 4 stars)
- David Miller: "I've been a client of Patrick's for several years now and have always been impressed with his expertise and attention to detail. He makes complex financial concepts easy to understand." (Google Review, 5 stars)
The average rating for Patrick H. Baltus and his team on Google My Business is 3.7 out of 5 stars, reflecting the high quality of service they provide to their clients.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
