Company Information

Excel Securities & Associates, Inc. was established in 1978 with the goal of guiding our clients to financial success through personalized service and objective financial advice. Today, that is still our goal. To accomplish this we educate our clients on the complexities of contemporary financial issues. To earn and keep a client’s trust, we nurture each relationship to promote an understanding of our capabilities, continuously build trust, and demonstrate our relentless commitment to objectivity and sincerity.

Company History:

Excel Securities & Associates, Inc. was originally established in the downtown Rochester area to cater to the community’s full service brokerage needs. In the early years, Excel Securities’ primarily line of business was providing investors with efficient and cost-effective means to trade securities with an emphasis on personalized service. Today, like the financial services industry, Excel Securities has evolved.

Excel has evolved into a full-service dealer that caters to the Qualified Retirement Plan community, Individual Investors, and Investment Management & Advisory Professional.

The depth of our services is supported through strategic partnerships forged with the largest and most respected financial services firms in the world. Our combination of personalized service provided by knowledgeable advisors has served Excel Securities and its clients well. Our client retention rate is exceptional, with the majority of our new clients being referred by existing ones.

Excel Securities remains family-owned and operated.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck