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 Closed for Holiday
Tue Closed for Holiday
Wed Closed for Holiday
Thu Closed for Holiday
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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