Alex Bullock, Financial Advisor located in Mt Vernon, OH

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

Financial Advisor 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
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri Closed for Holiday
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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