Alexander Investment Services

At Alexander Investment Services, we pride ourselves on being a trusted advisor to our clients, providing them with personalized financial guidance and investment solutions. Our story began in 1965 when Roy Alexander founded the company, leveraging his extensive experience in the financial industry to create a firm that would provide quality services to individual and business clients.

Our Team

Our team of seasoned professionals is committed to delivering exceptional service and investment expertise. With over 125 years of combined experience, our four managing partners - Andy Hanlein, Brad Stillwagon, Craig Wilson, and John Frymire - have guided generations of clients in achieving their financial goals. Our team is dedicated to providing customized investment solutions, retirement planning, and estate planning services to individuals, business owners, medical and dental professionals, and independent entrepreneurs.

Our Services

We offer a wide range of products and services, including:

• Retirement Planning: From designing and implementing retirement plans for individuals and businesses to providing investment strategies for securing a comfortable retirement.
• Investment Management: Expertly managed investment portfolios designed to meet your financial goals and risk tolerance.
• Wealth Management: Customized wealth management solutions for individual and business clients.
• Estate Planning: Comprehensive estate planning and heirs' distribution strategies to ensure your assets are protected and transferred according to your wishes.
• Tax Planning: Tax-efficient strategies to minimize tax liabilities and optimize your financial situation.
• Insurance and Risk Management: Insurance solutions for individuals and businesses to protect against unforeseen risks.

Our Commitment

At Alexander Investment Services, we are committed to providing our clients with a high level of service, expertise, and personalized attention. We believe that building long-term relationships with our clients is essential to achieving their financial objectives. Our team is dedicated to staying up-to-date with the ever-changing financial landscape, ensuring that our clients receive the best possible guidance and investment strategies.