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Welcome to Alexander Financial Services

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 and security.  We are committed to developing long lasting relationships, providing outstanding service and always doing what's in the best interest of our clients' goals.  It is our goal that every one of our clients feels secure about today and prepared for tomorrow.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

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Meet Our Team

Jeffrey Alexander founded Alexander Financial Services in 1973, upon his graduation from Bradley University.  A native of Washington, Illinois, he has been in the wealth management industry for more than 40 years, in his hometown.  He holds the CLU and ChFC designations from The American College and his CPA from the University of Illinois.  In 2012, he was joined by his son-in-law Eric, as they sought to position the company for sustained success for both current and future generations of investors.  Erica Boelens serves as the firm's Office Manager and Executive Assistant, ensuring the day to day needs of clients are successfully met.

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Fiduciary Responsibility

Our advisors operate under the "fiduciary responsibility" with regards to client assets.  This means that we believe in acting solely in your best interests in situations that require great trust, honesty and loyalty.  We set aside any and all personal motives, to provide you with highest standard of care.

 

 

 

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Our Services

  • Retirement Planning
  • Personal Investing*
  • Education Planning
  • Tax Planning
  • Insurance

 

 

 

 

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