TOP 10 Financial advisor near me in Mount Vernon, Indiana

Alex Vantlin is a Financial Advisor at Ameriprise Financial Services, LLC located at 915 East 4th Street in Mount Vernon, Indiana, United States. With a background in finance and financial planning, Alex is dedicated to helping clients achieve their financial goals and create a more confident financial future. Born and raised in Mount Vernon, Alex graduated from Mount Vernon High School in 2016 before attending Western Kentucky University where he obtained his bachelor's degree in finance with a certificate in financial planning in 2020. Outside of the office, Alex enjoys hunting, fishing, boating on the Ohio River or Patoka Lake, and recently took up golf as a new hobby.

Edward Jones - Financial Advisor: Drew Heckert is a trusted finance institution located at 431 East 4th Street in Mount Vernon, Indiana, United States. Drew Heckert is a dedicated and experienced financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Drew Heckert offers comprehensive financial planning, retirement planning, and investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Drew Heckert and his team are committed to providing expert guidance and exceptional service to help you secure your financial future.

TruPointe Financial Advisors - Ameriprise Financial Services, LLC is a trusted finance institution located at 915 East 4th Street, Mount Vernon, Indiana, United States. They have been recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023. The institution offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. Ameriprise Financial is known for being one of the most trusted wealth management companies, providing clients with regular reviews and updates to their financial plans as life changes. They offer complimentary initial consultations to discuss financial goals and planning concepts. Ameriprise Financial advisors are registered to do business only in certain U.S. states, and clients can access background and qualification information on FINRA's BrokerCheck website. With a focus on client goals and financial security, Ameriprise Financial is dedicated to helping clients achieve their financial goals.

Alex Vantlin, a Financial Advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals. Located at 7525 East Virginia Street in Evansville, Indiana, Alex brings a personal touch to financial planning, drawing on his background in finance and financial planning. Born and raised in Mount Vernon, IN, Alex graduated from Mount Vernon High School before earning his bachelor's degree in finance with a certificate in financial planning from Western Kentucky University. Outside of the office, Alex enjoys hunting, fishing, boating, and recently took up golf as a new hobby.

Derrick Wells - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 915 East 4th Street, Mount Vernon, Indiana, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. The institution aims to provide expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

United Fidelity Bank-Mt. Vernon Banking Center is a reliable financial institution located at 500 East 4th Street in Mount Vernon, Indiana, United States. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient location also features an ATM for easy access to cash withdrawals and deposits. With a commitment to providing exceptional customer service and meeting the financial needs of our community, United Fidelity Bank-Mt. Vernon Banking Center is your trusted partner for all your banking and finance needs.

World Finance is a reputable financial institution located at 530 East 4th Street in Mount Vernon, Indiana, United States. Specializing in a wide range of financial services, World Finance is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, World Finance provides personalized solutions and expert advice to meet the unique needs of each client. Whether you are looking for personal loans, insurance, or investment services, World Finance is committed to providing top-notch financial assistance and support. Visit us today to learn more about how we can help you secure your financial future.

Harmonie Wealth Group is a leading finance institution located at 309 Main Street in Mount Vernon, Indiana, United States. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Harmonie Wealth Group, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Contact us today to schedule a consultation and start building your wealth with confidence.

Craig Hutton - Old National Investments is a respected finance institution located at 402 Main Street in Mount Vernon, Indiana, United States. With a strong reputation for providing expert financial advice and investment services, Craig Hutton - Old National Investments is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, the experienced team at Craig Hutton - Old National Investments is here to assist you every step of the way. Visit us today to learn more about how we can help you secure your financial future.

Fifth Third Securities - Ryan Kelley is a finance institution located at 112 East 3rd Street in Mount Vernon, Indiana, United States. With a focus on providing top-notch financial services, Fifth Third Securities is dedicated to helping clients achieve their investment goals. Led by experienced financial advisor Ryan Kelley, the institution offers personalized investment strategies and expert guidance to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fifth Third Securities - Ryan Kelley is committed to providing you with the tools and resources you need to succeed.

Smart Retirement Solutions LLC is a trusted finance and insurance agency located at 126 East 2nd Street in Mount Vernon, Indiana, United States. Our team of experts is dedicated to helping individuals plan for a secure and comfortable retirement. We offer a range of services including retirement planning, investment advice, insurance solutions, and more. With our personalized approach and commitment to excellence, you can trust Smart Retirement Solutions LLC to help you achieve your financial goals and enjoy a worry-free retirement.

Old National Bank, located at 402 Main Street in Mount Vernon, Indiana, is a full-service financial institution offering ATM services, banking, and finance options. As part of our commitment to providing comprehensive financial solutions, we also provide referrals to financial professionals at LPL Financial LLC. Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer, provide additional opportunities for investment and insurance products. Old National Bancorp, Old National Bank, and Old National Investments are not registered as broker-dealers or investment advisors, but our registered representatives at LPL offer a range of products and services to meet your financial needs.

Schneider & Evans LLC is a reputable accounting and finance institution located at 833 East 4th Street in Mount Vernon, Indiana, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business owner, Schneider & Evans LLC is dedicated to helping you achieve your financial goals.