Financial advisors for businesses in Mount Vernon, Illinois

P. Dean Lampe, Senior Financial Advisor, located at 3450 Broadway Street in Mount Vernon, Illinois, United States, is dedicated to helping clients pursue their investment goals with sound financial strategies. With a focus on creating personal, tailored plans, lasting relationships are the foundation of their practice. Whether you are planning for retirement, managing your IRA, or making decisions about your employer-sponsored retirement plan assets, P. Dean Lampe can provide guidance and support. Their Advisory Services aim to save you time managing investments and offer financial guidance to help you navigate the markets. The LifeSync® experience helps sync your finances with your values and goals, creating a cohesive lifelong plan that evolves with you. For business owners, a variety of customized products and services are available, from employee benefit plans to insurance and succession planning. With a flexible and customizable planning approach, Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments is also available. Please note that by clicking on any external links, you will be leaving the Wells Fargo website, and it is recommended to review the third-party’s policies and terms and conditions before proceeding.

First Financial Bank is a trusted financial institution located at 900 Main Street in Mount Vernon, Illinois, United States. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make it easy for customers to access their funds 24/7. With a focus on personalized customer service and financial expertise, First Financial Bank is committed to helping individuals and businesses achieve their financial goals.

Tony Wielt - State Farm Insurance Agent is a trusted insurance agency located at 4121 South Water Tower Place in Mount Vernon, Illinois, United States. Just 2 Blocks South of Times Square Mall on 42nd Street, our office is conveniently located across from Casey's and just South of Goodwill. Our team of experienced professionals has over 60 years of combined experience in the insurance industry and is ready to serve Jefferson County and the surrounding area with your Auto, Home, Life Insurance, and Financial Service needs. We have recently added adjacent state licensing in Indiana and Missouri to continue providing industry-leading service to those areas as well. Whether you are a long-time resident or new to Southern Illinois, we are here to help protect your family and assist with your insurance needs. You can connect with us by phone, email, text, or by visiting our office in Mt. Vernon. We are actively involved in the community, participating in Chamber of Commerce, Local School, and Non-Profit events throughout the year.

Dennis L. Shafer CPA is a reputable accounting and finance institution located at 407 South 27th Street in Mount Vernon, Illinois, United States. With years of experience in providing professional financial services, Dennis L. Shafer CPA offers expert guidance and assistance in tax preparation, bookkeeping, financial planning, and more. Their team of skilled professionals is dedicated to helping individuals and businesses achieve their financial goals with precision and accuracy. Trust Dennis L. Shafer CPA for all your accounting and finance needs.

Kemper Capital Management LLC is a reputable finance institution located at 4227 Lincolnshire Drive in Mount Vernon, Illinois, United States. With a strong focus on providing top-notch financial services, Kemper Capital Management LLC is dedicated to helping clients achieve their investment goals and secure their financial future. With a team of experienced professionals and a commitment to excellence, Kemper Capital Management LLC is a trusted partner for individuals and businesses looking to grow and protect their wealth.

H&R Block is a well-known accounting and finance institution located at 2413 Broadway Street in Mount Vernon, Illinois, United States. With a reputation for excellent service and expertise in tax preparation, financial planning, and other accounting services, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial regulations to achieve their financial goals. Whether you need assistance with tax filing, bookkeeping, or investment planning, H&R Block is committed to providing personalized and comprehensive solutions to meet your needs.