Our Services

Mount Vernon Investment Center is owned and operated by Shelly Woodley. She and her team offer an individually focused approach to help clients pursue their goals through the creation of a comprehensive life plan centered around clients’ individual values. Available to families, businesses and organizations, this innovative and pioneering creativity incorporates the efforts of a professional team of specialists skilled in:

• Investment Planning
  
• Debt Management
  
• Insurance Planning
  
• Estate Planning
  
• Retirement Planning
  
• Cash Flow Management
  
• Mount Vernon Investment Center offers these financial services. Call today, (319) 895-1240 for your free analysis.

Mount Vernon Investment Center is committed to personal attention to:

• Create and maintain your pursuable life plan
  
• Evaluate and make positive financial choices
  
• Identify your financial goals
  

Specifically, our commitment includes:

• Regularly scheduled reviews of your portfolio
  
• Timely financial advice and investment planning
  
• Unparalleled service and access to our professional staff
  
• Information on economic trends through newsletters and emails
  
• Educational workshops
  
• Annual client appreciation events

We have chosen Cambridge Investment Research, Inc. as our independent broker-dealer, which enables us to select from a vast menu of programs, products, and services to meet your specific needs. We share the same four core values that drive a culture of service excellence, passed from Cambridge’s home office, to our business, and finally to you:

• Integrity – honesty, fairness, and ethics are the foundation of our culture
  
• Commitment – making a difference to the community through quality, excellence, and service
  
• Flexibility – offering solutions based on being open-minded, resourceful, and committed to mutual win-win
  
• Kindness – in all things, consideration and compassion with a human touch guide our decisions