portrait of Alex Bullock
FINANCIAL ADVISOR

Alex Bullock

CFP®, AAMS™
124 S Main St, Mt Vernon, OH 43050opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Wealth Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Outdoor Enthusiast
  • Golfing
  • Board Games
  • Football
  • Reading

Team Members

  • Ashley Vance
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(740) 397-2339

Fax

(866) 720-9057

Office Address

124 S Main St
Mt Vernon, OH 43050opens in a new window

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