Edward Jones - Financial Advisor: Derek P Helman - Martinsburg, West Virginia

Edward Jones - Derek P. Helman: Your Trusted Financial Advisor in Martinsburg, WV

For individuals and families seeking comprehensive and personalized financial planning, Edward Jones – Derek P. Helman is a reliable and experienced financial consultant located in Martinsburg, West Virginia. Situated at 253 Aikens Center Ste 3, this branch provides a welcoming and accessible environment for clients to discuss their investment goals and build a secure financial future. Derek Helman, as a dedicated financial advisor, specializes in guiding clients through every stage of their financial journey, from retirement planning to estate management.

About Derek P. Helman

Derek Helman brings a wealth of knowledge and a client-focused approach to Edward Jones. He’s not just a stock broker; he’s a trusted partner committed to understanding your unique circumstances and crafting tailored solutions. His expertise encompasses a wide range of finance services, including:

• Investment Management: Derek helps clients build and manage diversified investment portfolios designed to meet their specific risk tolerance and time horizon.
• Retirement Planning: He assists clients in planning for a comfortable and secure retirement, exploring various strategies and account options.
• Estate Planning: Derek provides guidance on estate planning, ensuring that assets are distributed according to clients’ wishes and minimizing potential tax liabilities.
• Education Savings: For families with children, he helps establish and manage education savings plans, such as 529 plans.
• Insurance Planning: He assesses clients’ insurance needs and recommends appropriate coverage to protect their assets and loved ones.

Location and Accessibility

The Martinsburg branch is conveniently located at 253 Aikens Center Ste 3, making it easily accessible for clients in the surrounding area. Wheelchair accessible features including an entrance and parking lot demonstrate a commitment to inclusivity. A wheelchair accessible restroom is also available. Clients are recommended to schedule appointments in advance to ensure Derek’s availability and to allow ample time for a thorough discussion of their financial needs. Contacting the office at 42645916 allows for convenient scheduling and inquiries.

Key Features and Services

Edward Jones distinguishes itself through its commitment to building long-term relationships with clients. Derek prioritizes a consultative approach, taking the time to truly understand each client's goals, values, and concerns. Unlike many brokerage firms, Edward Jones doesn’t operate on a commission basis, meaning Derek’s compensation is tied to the success of his clients’ investments, not to selling specific products. This aligns his interests directly with those of his clients, fostering a truly collaborative relationship. Here's a summary of what clients can expect:

• Personalized Service: One-on-one consultations tailored to individual needs.
• Fee-Based Advice: Transparent and straightforward fee structure.
• Ongoing Support: Regular portfolio reviews and adjustments as needed.
• Comprehensive Financial Solutions: A holistic approach to wealth management.

Client Feedback and Reputation

Edward Jones – Derek P. Helman consistently receives high praise from its clients. Currently, the company boasts 1 review on Google My Business, with an impressive average opinion of 5/5. This outstanding rating reflects the dedication and professionalism of Derek and the entire team. Clients frequently commend Derek’s willingness to listen, his clear explanations of complex financial concepts, and his commitment to helping them achieve their financial objectives. The positive feedback emphasizes the value of his service and the trust clients place in him. The branch embodies a strong commitment to client satisfaction and long-term financial well-being. You can explore the review on edwardjones.com for firsthand accounts of client experiences.

Website: edwardjones.com

Phone: 42645916

To schedule an appointment and begin your journey towards financial security, please contact Derek P. Helman at Edward Jones today.

👍 Reviews of Edward Jones - Financial Advisor: Derek P Helman

Kay F.

5/5

Kay F.

5/5

Kay F.

5/5