Mount Vernon Investment Center/APEX Financial Group

Mount Vernon Investment Center/APEX Financial Group Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Mount Vernon Investment Center/APEX Financial Group, Financial planner, 204 Glenn Street, Ste 2, Mount Vernon, IA.

Mount Vernon Investment Center is available at two locations in Mount Vernon, IA

204 Glenn Street STE 2
&
206 1st St SW
(located inside Mount Vernon Bank)
319-895-1240

APEX Financial Group
3720 Queen Ct SW STE 6
Cedar Rapids, IA 52404
319-390-2903

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they mi...
06/02/2026

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they might fit into your broader retirement strategies. Swipe for more information.

Deciding whether or not annuities are right for you requires a careful evaluation of fees, liquidity, and long-term goals. That’s where our team comes in. We are here to help you to explore how annuities might complement your existing plan. If you are interested, feel free to reach out anytime to schedule a review.

In honor of Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice to prot...
05/24/2026

In honor of Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

Fridays are for supporting local business apparel… should we turn this into a series?! 😂Bring us your merch and we’ll ha...
05/22/2026

Fridays are for supporting local business apparel… should we turn this into a series?! 😂

Bring us your merch and we’ll happily become your official unpaid brand ambassadors.

Shoutout to Big Deck Mowers & Tom Light 🏡🖤

If you’re a new graduate, it can be hard to keep track of your inflow and outflow of cash as you juggle paychecks and ne...
05/20/2026

If you’re a new graduate, it can be hard to keep track of your inflow and outflow of cash as you juggle paychecks and new expenses. That’s where budgeting can come in.

Think of a budget as a way to keep your money working for you. Begin with your take-home pay, which is your pay after tax and any deductions, and make sure your essentials are covered. Then you can see what’s left for everything else.

This can look like putting money into “envelopes” or savings categories or simply tracking the numbers in a spreadsheet. Tracking your spending, even just for a month, can be eye-opening and help you fully understand where your money is going.

If you have questions about your current financial picture or want to discuss investment strategies that can support your goals as a new graduate, don’t hesitate to reach out. We’re here to help guide you.

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there....
05/10/2026

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there.

From the late nights of the newborn stage to the late nights waiting up for teens, we owe moms a debt of gratitude — and sleep!

So whether you’re a mother yourself, you’re celebrating your mom, honoring your partner, or recognizing another maternal figure in your life, we hope this day is full of appreciation.

Alex and Michele wearing Midwest Designs LLC today and honestly… we may never take these sweatshirts off.
05/08/2026

Alex and Michele wearing Midwest Designs LLC today and honestly… we may never take these sweatshirts off.

Last year while Shelly was on vacation, Fresh Air Childcare helped care for her monarch—and we just received the sweetes...
04/30/2026

Last year while Shelly was on vacation, Fresh Air Childcare helped care for her monarch—and we just received the sweetest piece of mail about it 💛

📍❗️📢Message from Shelly 📢❗️📍Hello friends,Starting immediately, I'll be taking Mondays and Fridays off to spend time in ...
04/23/2026

📍❗️📢Message from Shelly 📢❗️📍

Hello friends,

Starting immediately, I'll be taking Mondays and Fridays off to spend time in my garden- also known as my new "outdoor office."

Don't worry, you'll still be fully supported by Michele, Alex, Ray and Kent. My wonderful team is stepping in to handle my workload on those days. Operations will continue smoothly-even if I'm covered in potting soil!

Thank you for your continued trust and partnership. Here's to growth- in business and in garden beds.

Warmly,
Shelly Woodley
Resident Plant Enthusiast & Happier Human

Happy Easter from our families to yours!
04/05/2026

Happy Easter from our families to yours!

04/02/2026

Our offices will be closed tomorrow in observance of Good Friday.

Wishing you and your family a joyful and relaxing Easter weekend! 🌷🐣

Address

204 Glenn Street, Ste 2
Mount Vernon, IA
52314

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

Telephone

+13198951240

Website

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