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 services, Edward Jones – Derek P. Helman stands as a reliable and experienced resource. Located at 253 Aikens Center Ste 3, Martinsburg, WV 25404, Mr. Helman offers a dedicated approach to helping clients achieve their financial goals. With a commitment to building long-term relationships, he provides a stable and trustworthy environment for all your investment needs.

About Derek P. Helman

Derek P. Helman is a financial consultant and investment service professional at Edward Jones. He specializes in guiding clients through the complexities of wealth management, retirement planning, and estate planning. Mr. Helman’s philosophy centers on understanding each client's unique circumstances, risk tolerance, and aspirations. He doesn’t operate on commission, which allows him to prioritize his clients’ best interests above all else. This commitment to a fiduciary standard differentiates him and the firm from many other financial advisors.

Key Specialties

• Financial Planning: Mr. Helman assists clients in developing a holistic financial plan encompassing budgeting, debt management, savings strategies, and long-term financial security.
• Investment Management: He offers a wide array of investment options, including stocks, bonds, mutual funds, and ETFs, tailored to individual client portfolios.
• Retirement Planning: Helping clients plan for a comfortable and secure retirement is a core focus, incorporating strategies for maximizing savings and generating income.
• Estate Planning: Mr. Helman works with clients to understand their estate planning needs and connect them with qualified legal professionals to ensure their assets are distributed according to their wishes.

Location and Accessibility

The Edward Jones office in Martinsburg is conveniently situated at 253 Aikens Center Ste 3, WV 25404. It’s easily accessible and prioritizes client comfort. Notably, the office is fully wheelchair accessible, featuring a wheelchair accessible entrance and wheelchair accessible parking. Restrooms are also available on-site. Appointments are highly recommended to ensure dedicated time and attention to your specific needs. You can easily reach Derek at 42645916. His website, edwardjones.com, provides further information about his services and background.

Client Feedback and Reputation

Edward Jones – Derek P. Helman consistently receives positive feedback from his clients. Currently, the company has 1 review on Google My Business, and the average opinion is a remarkable 5/5. This exceptional rating reflects the firm’s dedication to client satisfaction and its commitment to providing personalized service. Clients frequently commend Mr. Helman’s knowledge, professionalism, and genuine care for their financial well-being. Here’s a summary of what clients consistently mention:

• Trustworthiness: Clients appreciate Mr. Helman’s integrity and transparent approach.
• Personalized Service: He takes the time to understand each client's unique situation and develop tailored solutions.
• Clear Communication: Mr. Helman effectively explains complex financial concepts in a way that is easy to understand.
• Ongoing Support: Clients value the ongoing support and guidance he provides.

Why Choose Edward Jones – Derek P. Helman

There are several compelling reasons to consider working with Edward Jones and Derek P. Helman. Unlike many stock brokers who are incentivized to sell specific products, Mr. Helman is a financial consultant focused on your best interests. He offers a collaborative and unbiased approach to wealth management. The firm’s stability and longevity demonstrate a commitment to long-term relationships, not short-term gains. Furthermore, the accessibility of the Martinsburg office ensures that clients can easily schedule appointments and receive the support they need. The combination of his expertise, the firm’s values, and the convenience of the location make Edward Jones – Derek P. Helman an excellent choice for individuals and families seeking sound financial advice.

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

Kay F.

5/5

Kay F.

5/5

Kay F.

5/5