Our Services

Mount Vernon Investment Center
204 Glenn Street SE, Suite 1
Mount Vernon, Iowa 52314
P: 319-895-1240
E: shelly@woodleyfinancial.com
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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.

Our Commitment

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 staf
  • Information on economic trends through newsletters and emails
  • Educational workshops
  • Annual client appreciation events

Our Core Values

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