Dave Lobeck, Financial Advisor located in Jeffersonville, IN

Financial Advisor
Dave Lobeck

ChFC®, CAP®
1450 Veterans Pkwy, Suite 150, Jeffersonville, IN 47130opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

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

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CAP®

    Chartered Advisor in Philanthropy®

Personal Interests

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

Team Members

  • Dana Jones
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 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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