For more than 25 years, Anderson Financial Services has been a trusted resource for clients who are seeking assistance with their financial decisions. The AFS family of advisors offer personalized financial strategies and a professional client experience that is dedicated to high-touch service.
Our firm's goal is to build long-term relationships with our clients by successfully helping them achieve their financial goals effectively and efficiently.Our promise is to be there when you need us. In addition, we believe our firm's strong commitment to "value-added service" - going the extra mile - helps distinguish us from many others in the financial services industry.
Our firm's goal is to build long-term relationships with our clients by successfully helping them achieve their financial goals effectively and efficiently.Our promise is to be there when you need us. In addition, we believe our firm's strong commitment to "value-added service" - going the extra mile - helps distinguish us from many others in the financial services industry.
Services
Anderson Financial Services is focused on three areas of service - Investments, Risk Management and Financial Planning. The company was founded in 1995 and has enjoyed substantial growth. Our financial representatives have a combined total of more than 50 years in the financial services business. We have formed strategic alliances with several highly-respected professionals and organizations.
Our TEAM is composed of experienced professionals who are knowledgeable and well-qualified to provide professional and effective financial planning strategies to individuals, families, and businesses. Our support staff consists of service-oriented individuals who are valuable members of our TEAM. Scott is President of Anderson Financial Services and has been a Financial Advisor working with individual and corporate clientele for over 25 years.
At Anderson Financial Services, our mission is to provide sincerely superior service and personalized financial strategies, one decision at a time. Expertise - We value the wisdom and experience that can only be achieved through years of serving clients. We are confident in our knowledge and ability to help people.
Bob Anderson recently retired after a more than 40-year career in the Eastern Iowa financial services industry. Bob co-founded AFS with his son, Scott, in 1995 and helped lead the organization to continued growth. His example inspired the AFS values of Professionalism, Expertise, Vision, Strategy and Service that continue to guide the organization today.
AFS has been servicing corporate retirement plans for over thirty years. We currently work with our business clients on 401(k), Simple, SEP and Solo-401(k) plans. The average length of time a 401(k) plan client has utilized our service is 13.2 years. We are proud of this statistic and feel it is a direct correlation to the proactive service provided to our plan sponsors.
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