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.
Location of Edward Jones - Financial Advisor: Patrick H Baltus
Introduction
Located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States, Edward Jones - Financial Advisor: Patrick H Baltus is a trusted financial services provider, offering a wide range of services to cater to diverse financial needs. With a commitment to helping clients achieve their long-term financial goals, this branch is dedicated to providing exceptional service and personalized attention.Main Services
- Financial Consultation: Patrick H. Baltus, the financial advisor at this branch, offers comprehensive financial planning services. He works closely with clients to understand their unique financial situations and helps them create tailored strategies to secure their financial future.
- Investment Services: The branch provides a broad range of investment services, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They help clients build and manage investment portfolios that align with their financial objectives and risk tolerance.
- Retirement Planning: Whether you're just starting your career or nearing retirement, the team at Edward Jones can help you plan for this critical life stage. They offer guidance on retirement savings strategies, pension plans, and Social Security benefits.
- Estate and Legacy Planning: The branch helps clients plan for the distribution of their assets after their passing. They work with clients to create estate plans that protect their assets and ensure a smooth transfer to their beneficiaries.
- Education Savings: For parents and guardians looking to save for their children's education, the branch offers guidance on 529 college savings plans and other education savings strategies.
- Insurance Services: To help clients protect their hard-earned assets, the branch offers various insurance products, such as life, health, and long-term care insurance.
Location and Access
Address
2202 N Totten Cir Suite D, North Vernon, IN 47265, United StatesNeighborhood
The branch is situated in the Totten Creek neighborhood, near the intersection of N Totten Cir and W Broadway St. This location offers convenient access to nearby amenities, including restaurants, shops, and parks.Transportation
- Bus: The closest bus stop is approximately 0.2 miles away, served by the South Central Indiana Regional Transit System (SCIRTS). - Car: The branch is easily accessible by car, with nearby major roads including US-50 and IN-62. - Bicycle: There are bike racks available for clients who choose to cycle to the branch.Parking
The branch offers ample parking space, including designated accessible parking for clients with disabilities. The parking lot is well-lit and monitored by security cameras for client safety.Featured Characteristics
- Wheelchair Accessibility: The branch is committed to ensuring that all clients can access its services. It features a wheelchair-accessible entrance, restrooms, and parking spaces.
- Appointments Recommended: While walk-ins are welcome, the branch encourages clients to schedule appointments to ensure they receive undivided attention and timely service.
- Financial Education: Edward Jones is dedicated to helping clients make informed financial decisions. The branch offers educational resources and workshops to keep clients up-to-date with the latest financial trends and best practices.
- Community Involvement: The branch actively participates in local community events and initiatives, demonstrating its commitment to supporting the North Vernon area.
Practical Information
- Phone: 812-953-5965
- Website: edwardjones.com
- Hours:
- Monday - Friday: 8:30 AM - 5:00 PM
- Saturday: By appointment
- Sunday: Closed
Positive Aspects from Reviews
From the reviews on Google My Business, clients have commended the branch for its excellent customer service, with one client highlighting the helpfulness and responsiveness of Ryan Kemp. This testimonial underscores the branch's commitment to providing client-centric service and going the extra mile to ensure client satisfaction.
Ryan Kemp is awesome. Always ready to assist.
Frequently asked questions about Edward Jones - Financial Advisor: Patrick H Baltus
What services does Patrick H. Baltus offer?
Patrick H. Baltus offers financial consultation, investment services, retirement planning, estate planning, and insurance services.
Where is the branch located?
The branch is located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States.
What transportation options are available?
The branch is accessible by bus, car, and bicycle, with nearby major roads including US-50 and IN-62.
Is the branch wheelchair accessible?
Yes, the branch features a wheelchair-accessible entrance, restrooms, and parking spaces.
Do I need an appointment?
While walk-ins are welcome, appointments are recommended to ensure personalized attention from Patrick H. Baltus.
Reviews of Edward Jones - Financial Advisor: Patrick H Baltus
