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We are pleased to announce that Excel Securities is now a part of Ashton Thomas Private Wealth.
This integration provides Excel's advisors and clients with access to Ashton Thomas's advanced technology platform and expanded resources, ensuring continued growth and enhanced client service in today's dynamic financial environment.
We remain committed to providing the same personalized service you've come to expect, now under a new name.
For 47 years, our team has provided personalized service that sets us apart. We established our business with the goal of catering to the community's stock and bond investing needs. With an emphasis on personalized service, we had originally provided investors with efficient, cost-effective means to trade stock & bonds.
As our business grew, we added Financial and Retirement Planning services. As stewards of our client's wealth, we go to great lengths to cultivate long-term relationships. Each relationship is built on a passion for what we do, the depth of our capabilities, and our relentless commitment to integrity, objectivity, and sincerity.
Retaining the core values from which our firm was founded upon, we expanded our Financial Services Firm to include Registered Investment Advisory (RIA) business. Our RIA business operates with the same philosophies, but with a focus on Financial Advisors. We strive to complement and strengthen Advisors' businesses by providing state of the art technology (Trading and Practice Management Tools, etc.) with sensible compliance policies, access to world class management teams, personalized operational support, and the freedom to be entrepreneurs.
We are excited about our firm's future and ways we can enhance our clients' investing experience and financial well-being.
Company Details
- Employees
- 16
- Founded
- -
- Address
- 200 Canal View Blvd, Rochester,new York 14623,united States
- Industry
- Financial Services
- Website
- http://www.excelsecurities.com
- HQ
- Rochester, New York
Ashton Thomas Securities Questions
Ashton Thomas Securities's website is http://www.excelsecurities.com
Ashton Thomas Securities's LinkedIn profile is https://www.linkedin.com/company/ashton-thomas-securities
Ashton Thomas Securities has
16 employees.
View email and phone details for 16
employees at Ashton Thomas Securities.
Ashton Thomas Securities's industry is
Financial Services
Ashton Thomas Securities's top competitors are
Riedman Companies,
Cobblestone Capital Advisors, Llc.,
Excell Partners, Inc.,
Ashton Thomas Private Wealth,
High Falls Advisors, Inc.,
Boom Collaboration,
The Pitti Group Wealth Management,
Howe & Rusling Wealth Management,
Whitney & Company,
Seneca Financial Advisors Llc.
Ashton Thomas Securities's categories are Financial Services
Ashton Thomas Securities's founding year is 1978
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Top Ashton Thomas Securities Employees
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Justin Cuvelier
Financial Consultant At Excel Securities
Rochester, New York, United States, United States2excelsecurities.com, excelsecurities.com1 +131538XXXXX
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vnod shahi
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N/a -
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Patience Nneji
Customer Success Manager / Devops…
Brooklyn, New York, United States, United States
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