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APEX Financial Group is a Cedar Rapids-based financial services firm focused on your retirement journey. You’ve worked hard to prepare for your retirement. Don’t let a lack of planning in retirement prevent you from fully appreciating your non-working years. Our specialty is helping pre-retirees and the newly retired manage their assets to produce a sustainable income. Click on your current life stage below to learn more about what we can do for you.

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APEX Financial Group/Mount Vernon Investments