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5402 Glenside Drive
Suite E
Richmond, VA 23228

Alexander Financial Services, Inc.

(804) 501-0680

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Douglas entered the financial services industry in 1990. His priority for his clients continues to be focused on helping his clients reach their financial goals with 1). Income Planning; 2). Extended Care Planning and 3). tax planning...

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Gail Vertuno, a member of the Alexander Financial Service, Inc. and Alexander Tax Advisory Group, comes to the financial services business with 40 plus years of banking/finance experience: lending, operations, compliance and senior...

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