About ALEXANDER FINANCIAL STRATEGIES AND INSURANCE SERVICES

ALEXANDER FINANCIAL STRATEGIES AND INSURANCE SERVICES encompasses Scott Alexander's vision of a financial business reflecting over two decades of personalized service. Our commitment is to build long-term relationships and support our clients' changing needs. The Firm is headquartered in the Santa Clarita Valley and has served local and national clients for over two decades. Alexander Financial Strategies also maintains an office in Woodland Hills, California for client convenience. Scott Alexander analyzes needs and creates personalized financial plans and strategies for over 1,000 individual, family, and business clients.

We offers services in the following areas:

  • Retirement Planning

  • Financial Planning*

  • Investment Planning*

  • Estate Planning

  • Disability & Long Term Care Insurance Planning

  • Life Insurance Planning

Scott's comprehensive approach to finanicial planning and advising includes integrating time tested basics with appropriate strategies developed to achieve and maximize individual clients goals.

Our Aims Include Strategies Designed To Assist Clients:

  1. Protect Against Risk

  2. Accumulate Wealth

  3. Protect, Preserve, and Pass On Wealth

Scott uses a fee based "assets under management" and/or commissions approach. This helps ensure that his interests are always aligned with yours -- in helping protect your assets and grow your investments.

*Financial Planning and Investment Advisory Services offered through Eagle Strategies LLC, a Registered Investment Adviser and a New York Life Company.

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, NC, ND, NE, NV, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Scott Alexander is licensed and authorized to offer insurance in California and Arkansas, but ALEXANDER FINANCIAL STRATEGIES AND INSURANCE SERVICES may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

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, 18040 Calvert St, Encino, CA, 91316, 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.​

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