Company Email Format Management

Excel Wealth Management, LLC

Financial Services 2139 Silas Deane Highway 6 employees

Employees: 6
Contacts: 4
Emails: 4

excelwm.com LinkedIn

Excel Wealth Management, LLC Overview

Headquarters: 2139 Silas Deane Highway
Phone Number: Available in AeroLeads
Website: excelwm.com
Industry: Financial Services
Employees: 6
Founded: 2008
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Rocky Hill

About Excel Wealth Management, LLC

Excel Wealth Management is a comprehensive registered investment advisory firm, committed to helping our clients improve their longterm financial independence. Our customized programs are designed to grow, preserve, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

Excel Wealth Management, LLC Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage

Excel Wealth Management, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jim Reynolds Arpc	Chief Operating Officer	Woodstock, Connecticut, United States	Email
Michael Lucco, Arpc	Chief Executive Officer and Co-owner	Greater Hartford, United States	Email
Paul Heyman, Cpfa, Cltc	Financial Advisor, Investment Advisor	Glastonbury, Connecticut, United States	Email
Edward Baroncini	Avid and Quick Learner with a Drive	Boston, Massachusetts, United States	Email