Alexander Financial Services is a family owned and operated, independent financial services company dedicated to delivering trustworthy, tailored and comprehensive financial advice. We know that each person who walks through our doors has a unique financial situation and goals that deserve a uniquely crafted strategy. There is no "one size fits all" approach to achieving long-term financial freedom. We are committed to developing long lasting relationships, providing outstanding service and always doing what's in the best interest of our clients' goals.
Follow us
Services
Alexander Financial Services was founded in 1973, with the goal of assisting our clients in every aspect of their financial lives by providing the most comprehensive and personal service available for each of our clients. We strive to create financial stability so they feel confident about today and prepared for tomorrow.
Jeff Alexander founded Alexander Financial Services in 1973, shortly after graduating from Bradley University with a Bachelor of Science degree. He earned the CLU and ChFC designations from The American College and his CPA from The. Eric Obalil joined Alexander Financial Services in the spring of 2012.
We know that each person who walks through our doors has a unique financial situation and goals that deserve a uniquely crafted strategy. There is no "one size fits all" approach to achieving long-term financial freedom and security. To that end, we utilize a multi phase process to identify and understand your unique circumstances and create a strategy that fits your needs and goals. In our initial discovery phase, we gather information regarding your current financial situation and investment goals.
Reviews
Be the first to review Alexander Financial Services: Alexander Jeff.
Write a Review
