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TOP 30 Retirement and insurance planning in Mount Vernon, IL
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Gary Hamerski - COUNTRY Financial Representative
Gary Hamerski - COUNTRY Financial Representative is a trusted finance and insurance agency located at 2215 Broadway Street in Mount Vernon, Illinois, United States. With a commitment to providing personalized financial solutions and top-notch insurance products, Gary Hamerski is dedicated to helping clients protect their assets and secure their financial futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, Gary Hamerski is here to help you navigate the complexities of the financial world. Visit us today and let us assist you in achieving your financial goals.
Josh Finley - COUNTRY Financial Representative
Josh Finley - COUNTRY Financial Representative is a trusted finance, health, and insurance agency located at 814 Harrison Street in Mount Vernon, Illinois, United States. With a commitment to providing personalized and comprehensive financial solutions, Josh Finley and his team strive to help clients achieve their goals and secure their financial future. Whether you are looking for insurance coverage, retirement planning, or investment advice, you can rely on the expertise and dedication of the professionals at Josh Finley - COUNTRY Financial Representative. Visit their office today to learn more about their services and how they can assist you in reaching your financial objectives.
The Gordon Group
The Gordon Group is an insurance agency located at 2007 Broadway Street in Mount Vernon, Illinois, United States. Specializing in strategic long-term planning, they offer competitive insurance plans for employees and the opportunity to consolidate insurance and retirement planning all in one place. Their personalized service ensures that each client receives the coverage they need at an affordable price. With a focus on tax-free income retirement and life insurance plans, Gordon Group helps clients feel prepared for any life circumstance. Clients appreciate the unique, customized service they receive from Gordon, who takes the time to understand their individual needs. Give them a call to speak one-on-one with your personal agent and start planning for your future today.
First Mid Bank & Trust
First Mid Bank & Trust is a full-service banking center located at 400 South 34th Street in Mount Vernon, Illinois. With a team of experienced professionals including John Barnett, Regional Community Bank President, Greg Clutts, Market Manager, and Shelly Keeneth, Branch Manager, we offer a wide range of personal and business banking services. Our personal banking services include checking and savings accounts, auto and personal loans, and home loans. For businesses, we offer checking and treasury management services, business loans, and ag loans. Our staff can also assist with retirement planning and investments. At this location, you will find a drive-up ATM with image deposit capability, a teller-operated coin counter, safe deposit boxes, and a night deposit box. Our team of First Mid professionals can also help with insurance, trust services, and ag services. We are open Monday to Friday from 8:00 a.m. to 5:00 p.m. and on Saturdays from 9:00 a.m. to 12:00 p.m. Visit us at the corner of S 34th Street and Broadway/Route 15 for all your banking needs.
p. dean lampe, senior financial advisor
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.
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