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
Located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, Edward Jones is home to financial advisor Patrick H. Baltus, dedicated to helping clients achieve their long-term financial goals. With a warm and welcoming atmosphere, this office is committed to providing personalized investment strategies and exceptional service.
Main Services
- Financial Consultation: Patrick Baltus offers comprehensive financial planning services, tailored to each client's unique needs and circumstances. This includes retirement planning, estate strategy, and wealth preservation.
- Investment Services: As a full-service financial advisor, Baltus provides access to a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). He helps clients build and manage diversified investment portfolios that align with their financial objectives and risk tolerance.
- Retirement Income Strategies: With a focus on helping clients enjoy a comfortable retirement, Baltus develops strategies to generate steady income streams during retirement. This may include strategies for managing assets, reducing taxes, and planning for long-term care.
- Estate and Legacy Planning: Baltus works with clients to create estate plans that protect their assets and ensure they are distributed according to their wishes. This may involve strategies for minimizing estate taxes, protecting assets from creditors, and providing for minor children or loved ones with special needs.
- Education Savings Plans: For clients who want to save for their children's or grandchildren's education, Baltus offers guidance on setting up and funding 529 college savings plans and other education savings vehicles.
Location and Access
The office is conveniently located in North Vernon, Indiana, at the intersection of N Totten Cir and US-50, offering easy access for clients coming from nearby towns such as Seymour, Columbus, and Madison. The office is situated in a well-maintained, professional building with plenty of parking available.
For clients with mobility concerns, the office is equipped with wheelchair-accessible features, including a car park, entrance, and toilet. Appointments are recommended to ensure the advisor's undivided attention and to accommodate any specific needs clients may have.
Featured Characteristics
- Personalized Service: Patrick Baltus takes the time to understand each client's unique financial situation, goals, and priorities, ensuring that the strategies he develops are tailored to their specific needs.
- Comprehensive Approach: Edward Jones takes a holistic approach to financial planning, addressing clients' short-term and long-term goals, as well as their insurance, tax, and estate planning needs.
- Long-term Relationships: Baltus is committed to building lasting relationships with his clients, regularly reviewing and updating their financial plans to reflect changes in their lives and the market.
- Community Involvement: As a local financial advisor, Patrick Baltus is actively engaged in the North Vernon community, supporting local charities and organizations through volunteering and sponsorship.
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, 8:30 am - 5:00 pm (EST)
- Appointments: Recommended to ensure availability and to accommodate specific needs
Positive Aspects from Reviews
Edward Jones and Patrick H. Baltus have received positive reviews from clients, with an average rating of 3.7/5 on Google My Business. Some of the positive aspects mentioned in the reviews include:
- Expertise and Knowledge: Clients appreciate Patrick Baltus' deep understanding of financial markets and his ability to provide tailored advice and strategies.
- Professional and Personal Service: Clients often comment on Baltus' attentive, patient, and friendly demeanor, making them feel comfortable and well-cared for.
- Regular Communication and Follow-ups: Many clients mention that Baltus stays in touch with them, providing updates on their portfolios and addressing any concerns or questions they may have.
- Accessibility and Availability: Clients appreciate that Patrick Baltus is always ready to assist them, making time for meetings and calls as needed.
đ Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
