Financial wellness planning in Mount Vernon, Illinois

Patrick Dulaney - COUNTRY Financial Agent is a finance, health, and insurance agency located at 814 Harrison Street in Mount Vernon, Illinois, United States. As a trusted COUNTRY Financial agent, Patrick Dulaney provides personalized financial planning, health insurance options, and a variety of insurance products to meet the unique needs of individuals and families. With a focus on customer service and building long-term relationships, Patrick Dulaney is dedicated to helping clients protect their financial security and well-being. Contact Patrick Dulaney - COUNTRY Financial Agent today for expert guidance and support in navigating the complex world of finance and insurance.

Wells Fargo Advisors Financial Network is a finance institution located at 3450A Broadway Street in Mount Vernon, Illinois, United States. As a part of the Wells Fargo family, this network provides a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, they strive to help clients achieve their financial goals and secure their financial future. Visit Wells Fargo Advisors Financial Network for personalized and professional financial guidance.

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.

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.

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.