Excel Financial, LLC, is an independent, fee-only financial planning and investment advisory firm located in Minnesota and Colorado and serving clients throughout the United States. Unlike many financial product vendors that masquerade as advisors, Excel Financial has a fiduciary responsibility to serve the interests of its clients first -- always. Our relationships and interests are tied to those of our clients. We accept no commissions, have no sales quotas, and have no corresponding conflicts of interest. Simply put, we succeed when our clients succeed.
We believe that financial success results from the creation and execution of well-designed financial plans tailored specifically to support the goals and objectives of the client and the disciplined application of proven investment, risk management, and financial strategies appropriate to the client's situation. We offer the following primary services:
• Financial Planning
• Investment Advisory and Management Services
• Income Distribution
• Risk Management
• Retirement Plan Implementation and Support
Excel Financial is registered as an investment advisor with the United States Securities and Exchange Commission (SEC), and only transacts business in those states in which it is properly notice filed or in which it qualifies for an exemption or exclusion from notice filing requirements. Nothing in this material should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 321 Main Street, Red Wing,minnesota 55066,united States
- Phone
- (888) 688-6441
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- excelfinllc.com
- Keywords
- Financial Planning, Investment Advisory and Management Services, Income Distribution, Risk Management, Retirement Plan Implementation and Support.
- HQ
- Red Wing, Minnesota
Excel Financial, Llc Questions
Excel Financial, Llc's helpline number is (888) 688-6441
Excel Financial, Llc's website is excelfinllc.com
Excel Financial, Llc's LinkedIn profile is https://www.linkedin.com/company/excel-financial-llc
Excel Financial, Llc has
6 employees.
View email and phone details for 6
employees at Excel Financial, Llc.
Excel Financial, Llc's industry is
Financial Services
Excel Financial, Llc's top competitors are
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Excel Financial, Llc's categories are Financial Services
Excel Financial, Llc's founding year is 2005
