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Message from the President - Scott Alexander

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While the financial media often provide helpful information, they cannot take the place of an experienced financial adviser who is familiar with your particular situation and can offer personalized advice. If you’re concerned about:

  • Wealth preservation/Estate planning

  • Business succession strategies

  • Retirement planning

  • Education funding

  • Portfolio management

  • Risk Management

As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company, I can provide you with a plan to help you achieve your financial goals.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

ALEXANDER FINANCIAL STRATEGIES AND INSURANCE SERVICES is not owned or operated by Eagle Strategies LLC or its affiliates.

- Scott R. Alexander CA Insurance License # OB40437

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Disclosure

Scott Alexander is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #2615633), AZ, CA (CA Insurance License #0B40437), CO, FL, GA, ID, IN, MD, MI, MO, MT, ND, NE, NV, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

Scott Alexander is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 17021 Lassen St, Northridge, CA, 91325, 661-582-6022. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, FL, GA, ID, IN, MI, MT, NC, ND, NE, NV, OH, OK, OR, SC, TN, UT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Scott Alexander is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, CT, FL, GA, ID, IN, MI, MT, NC, ND, NE, NV, OH, OK, OR, SC, TN, UT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

ALEXANDER FINANCIAL STRATEGIES AND INSURANCE SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither ALEXANDER FINANCIAL STRATEGIES AND INSURANCE SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.