portrait of Dave Lobeck
FINANCIAL ADVISOR

Dave Lobeck

CAP®
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Business Retirement Plans

Certifications

  • CAP®

    Chartered Advisor in Philanthropy®

Personal Interests

  • Golfing
  • Cooking
  • Traveling
  • Spending Time with Family
  • History and Museums

Team Members

  • Dana Jones
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(812) 282-2647

Fax

(866) 500-2659

Office Address

1450 Veterans Pkwy
Suite 150
Jeffersonville, IN 47130opens in a new window

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