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

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Stacking Up Tax Breaks for Business Investments

Tax code provisions may allow for larger, immediate deductions for businesses: bonus depreciation and IRC Section 179 expensing.

Social Media Marketing Strategies

Social media is a convenient way for a small business to build customer relationships and gain market exposure.

Why You Need a Will…Even If You’re Not a Prince

A will and personal property memorandum give heirs a clear indication of specific assets you want to bequeath.

Advance Medical and Legal Directives

Expressing your wishes in advance could help loved ones feel more confident making medical or legal decisions.

More Newsletters →

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 23,430.33 + 0.31
Nasdaq Composite 6,790.71 + 0.12

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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