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

Shelly has been spending some extra time out in her garden lately—and she’s had the best company while doing it! 🐶🦋🐔 Not...
07/17/2026

Shelly has been spending some extra time out in her garden lately—and she’s had the best company while doing it! 🐶🦋🐔 Nothing beats enjoying the fresh air surrounded by beautiful blooms and a few friendly visitors.

07/01/2026

🇺🇸 Holiday Office Hours 🇺🇸

Our office's will be closing at 12:00 p.m. on Thursday, July 2, and will remain closed through the holiday weekend. We will reopen on Monday.

We wish you and your family a safe and happy Fourth of July!

Happy Father’s Day to all the dads and father figures who show up with plenty of love, patience, and maybe a few good da...
06/21/2026

Happy Father’s Day to all the dads and father figures who show up with plenty of love, patience, and maybe a few good dad jokes along the way!

Today’s all about celebrating the guys who teach us lessons, make us laugh, and somehow always know how to fix things with just a screwdriver and some “elbow grease.”

Whether you’re celebrating, being celebrated, or remembering someone special, we hope your day is filled with appreciation, joy, and a little bit of well‑deserved relaxation.

06/19/2026

Today, we honor Juneteenth- a day that celebrates freedom, resilience, and the ongoing pursuit of equality.

Juneteenth became a federal holiday on June 17,2021, marking an important step in recognizing its historical significance across the nation.

Our office is closed today in observance of Juneteenth and will reopen on Monday. We look forward to assisting you when we return.

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.

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

Alerts

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