Home Our Story Our Services Resource Center Community Businesses Tools Client Center Contact Us 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. 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. 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. More → 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. More → Our Services Retirement Planning Personal Investing* Education Planning Tax Planning Insurance More → CONTACT 117 Peoria Street Washington, IL 61571 Alexander Financial Services Office: 309-444-8031 Fax: 309-444-7695 Email: eobalil@investmentctr.com Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. All Securities Offered Through The Investment Center, Inc. Bedminster, NJ, Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. Jeffrey Alexander and Eric Obalil are Registered Representatives of The Investment Center, Inc. Alexander Financial Services is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. https://www.investmentctr.com/assets/docs/Form_CRS_4.21.21.pdf www.investmentctr.com Important Disclosure Information (Click Here) Copyright 2021 FMG Suite.