Excel Securities & Associates, Inc

Supporting Financial Professionals and Individual Investors since 1978

All account are insured by Securities Investment Protection Corporation, SIPC
Excel Securities & Associates, Inc. is a member of the FINRA.

  • Articles


    Educate yourself on a variety of financial topics.

  • Calculators


    A host of financial tools to assist you.

  • Newsletters


    Timely Newsletters to help you stay current.

  • Glossary


    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos


    Short animations that focus on a variety of financial topics.

  • Flipbooks


    These magazine-style flipbooks provide helpful information.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Car Affordability

How much can you afford to pay for a car?

More Calculators →

The Spousal IRA Opportunity

Spousal IRA contributions offer a way for stay-at-home parents and nonworking spouses to save for retirement.

Investors Are Human, Too

Understanding the influence of human nature might help investors overcome five common psychological traps.

Understanding RMDs

The rules for taking required minimum distributions are explained. Plus: an illustration of how RMDs work.

Evaluating a Pension Plan Offer

How lump-sum offers are calculated plus factors and trade-offs to consider when a lump-sum offer is on the table.

More Newsletters →

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 18,223.03 + 0.43
Nasdaq Composite 5,309.83 + 1.00

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck