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

Edward Jones, a distinguished financial services firm, is proud to have Derek P. Helman as a financial advisor at their Martinsburg, West Virginia branch. With a commitment to personal service and a tailored approach to investing, Derek Helman and his team strive to understand what's important to clients and help them achieve their financial goals.

• Financial Consultation: Derek Helman offers comprehensive financial consultations to help clients make informed decisions about their money. This includes retirement planning, insurance services, and estate strategies.
• Investment Services: With access to a wide array of investment products and services, Helman and his team work closely with clients to develop a personalized investment strategy that aligns with their unique financial objectives and risk tolerance.
• Brokerage Services: Helman is well-versed in brokerage services, assisting clients with stock trades, mutual funds, ETFs, and other investment vehicles. He also provides regular portfolio reviews to help clients stay on track with their financial goals.
• Retirement Planning: Whether clients are just starting to save for retirement or are already retired, Helman's team offers guidance on strategies to help them grow, preserve, and distribute their wealth.
• Insurance Services: Helman helps clients explore various insurance options to protect their assets and loved ones. This includes life insurance, long-term care insurance, and disability income insurance.

Edward Jones' Martinsburg office is conveniently located at 253 Aikens Center, Suite 3, Martinsburg, WV 25404, offering easy access to major roads and thoroughfares. The office is situated in the Aikens Center, a bustling shopping plaza that houses various retail stores and services.

For those using public transportation, the Martinsburg Intermodal Transit Center is just a short drive away, providing access to several bus routes operated by the Potomac Highlands Regional Transportation System.

Parking is plentiful and accessible, with several designated disabled parking spots available near the entrance. The office is wheelchair accessible, with a ramp leading to the entrance and a wheelchair-accessible restroom inside.

• Personalized Approach: Derek Helman and his team take the time to get to know each client, understanding their unique financial needs and goals before developing a tailored strategy.
• Comprehensive Services: Edward Jones offers a wide range of financial services, allowing clients to consolidate their financial planning needs under one roof.
• Experienced Team: With years of experience in the financial industry, Derek Helman and his team bring a wealth of knowledge and expertise to the table, helping clients navigate the complexities of investing and financial planning.
• Community Involvement: Edward Jones is committed to giving back to the local community. Derek Helman and his team actively participate in local events and initiatives, supporting various charitable organizations and causes.

• Business Hours: The office is open Monday through Friday, from 8:00 AM to 5:00 PM. However, clients are encouraged to schedule appointments outside of these hours if necessary.
• Contact Information: To reach Derek Helman and his team, clients can call the office at (426) 459-16. They can also visit the Edward Jones website for more information and to schedule an appointment.
• Appointments: While walk-ins are welcome, it is recommended that clients schedule an appointment to ensure that a financial advisor is available to meet with them.

With an average rating of 5/5 stars on Google My Business, it's clear that clients have a positive experience working with Derek Helman and his team at Edward Jones. Some of the most commonly praised aspects include:

• Personalized Service: Many clients appreciate the tailored approach to financial planning, with advisors taking the time to understand their unique needs and goals.
• Expertise and Knowledge: Clients frequently comment on the team's extensive knowledge of the financial industry and their ability to provide sound, actionable advice.
• Accessibility and Communication: Several clients mention the convenience of the office location and the team's responsiveness to their inquiries and concerns.

One client raves, "Derek and his team have been nothing but professional and helpful in guiding me through the complexities of financial planning and investing. I can't recommend them highly enough."

Another satisfied client writes, "I've been working with Derek and his team for several years now, and I'm always impressed by their depth of knowledge and commitment to helping me reach my financial goals."

With a strong focus on personal service, comprehensive financial offerings, and a commitment to community involvement, Edward Jones and Derek P. Helman provide a valuable resource for Martinsburg residents seeking expert financial guidance.

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

Kay F.

5/5

Kay F.

5/5

Kay F.

5/5