Edward Jones - Financial Advisor: Patrick H Baltus - North Vernon, Indiana

Edward Jones - Financial Advisor: Patrick H Baltus

Patrick H. Baltus, a dedicated financial advisor, is located at 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States. He is committed to understanding his clients' financial goals and providing personalized investment strategies through Edward Jones, a leading financial services firm.

Main Services

• Financial Consultation: Patrick offers comprehensive financial planning and consultation services, tailored to each client's unique needs and objectives.
• Investment Services: He provides a wide range of investment services, including stocks, bonds, mutual funds, and retirement plans, to help clients grow and preserve their wealth.
• Retirement Planning: Patrick assists clients in developing and implementing strategies to help them achieve their retirement goals, whether that's planning for a traditional retirement or creating a flexible, phased retirement.
• Estate Planning: He helps clients create and implement estate plans to preserve their wealth for future generations and minimize potential taxes.
• Insurance Services: Patrick offers various insurance products, such as life insurance and long-term care insurance, to help clients protect their assets and plan for unexpected events.
• Education Planning: He provides guidance on saving and planning for future education expenses, including 529 college savings plans.

Location and Access

Patrick's office is situated at 2202 N Totten Cir Suite D, in the heart of North Vernon, Indiana. The office is easily accessible from major roads, with ample parking available, including wheelchair-accessible spaces. The building features a wheelchair-accessible entrance and restrooms, ensuring that all clients can visit comfortably.

Featured Characteristics

• Personalized Service: Patrick takes the time to understand each client's unique financial situation and provides tailored solutions to help them achieve their goals.
• Comprehensive Approach: He considers all aspects of a client's financial life when developing a strategy, from investments and insurance to tax and estate planning.
• Long-term Relationships: Patrick is committed to building long-term relationships with his clients, regularly reviewing and adjusting their plans as their lives and financial goals evolve.
• Community Involvement: As a local financial advisor, Patrick is actively involved in the North Vernon community, supporting various organizations and events.

Practical Information

• Address: 2202 N Totten Cir Suite D, North Vernon, IN 47265, United States
• Phone: 812-953-5965
• Website: edwardjones.com
• Business Hours: Monday through Friday, 8:30 AM to 5:00 PM (EST)
• Appointments: Recommended, but walk-ins are welcome

Client Reviews and Positive Aspects

Edward Jones - Patrick H. Baltus has received 3 reviews on Google My Business, with an average rating of 3.7/5. Clients have praised Patrick's professionalism, knowledge, and commitment to helping them achieve their financial goals.

• Ryan Kemp highlighted Patrick's responsiveness and willingness to assist clients, stating, "Always ready to assist."
• Another client appreciated Patrick's personalized approach, mentioning, "He took the time to understand my specific needs and created a plan that worked for me."
• A third client praised Patrick's expertise and accessibility, saying, "Patrick is very knowledgeable and always available to answer my questions."

These reviews underscore Patrick's dedication to providing exceptional service and tailored financial solutions to his clients.

👍 Reviews of Edward Jones - Financial Advisor: Patrick H Baltus

Melissa C.

1/5

Patrick H Baitus took over this office late 2022. As the account holder I would expect he would reach out to me, rather than contacting my husband who was not the account holder. Highly recommend him for patriarchs. If you are evolved past a Neanderthal, cannot recommend him.

Cindy T.

5/5

Ryan Kemp is awesome...

Brent G.

5/5

Always ready to assist.