Two industry veterans. One name rooted in American financial history. A mission to make retirement planning what it should have always been.
Alex. and Co. takes its name from Alexander Hamilton — the founding father who championed personal financial responsibility and believed every citizen deserved access to a sound financial system. The name is a statement of intent: this company exists in that same tradition — putting financial clarity in the hands of the individual, not the institution.
Two veterans with over 50 combined years in the financial industry had seen firsthand how complex, opaque, and agent-favoring the traditional insurance sales model was. Consumers were routinely sold products they didn't understand, by advisors whose incentives didn't align with theirs. They built Alex. and Co. because they believed it didn't have to be that way — that the tools and transparency to make a sound retirement decision should be available to anyone, not just those with the right connections.
Alex. and Co. exists to give every consumer — regardless of net worth or financial sophistication — direct access to the best-available retirement products with full transparency on rates, fees, and terms. No pressure tactics, no hidden incentives, no fine print. Just the information you need to make the right decision for your retirement.
We're compensated by the carrier — your cost is identical whether you work with us or go direct.
No sales calls, no appointments. Products are presented clearly so you can compare and decide at your own pace.
Rates, terms, surrender schedules, and application documents are shown upfront — no surprises at signing.
Browse today's guaranteed rates or start your application — no account required.