Jeana Rivera, Financial Advisor located in Newburgh, IN

Financial Advisor
Jeana Rivera

CFP®, CEPA®
507 State Street, Newburgh, IN 47630opens in a new window
Accepting New Clients
Serving clients with $500,000 plus
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Inheritance Guidance
  • Portfolio Reviews
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Active Lifestyle
  • Antiquing
  • Hiking
  • Traveling
  • Golfing

Team Members

  • Amy Ludwig
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

Phone

(812) 853-9091

Fax

(877) 593-3395

Office Address

507 State Street
Newburgh, IN 47630opens in a new window

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