Broker Check

Supporting individual investors and financial professionals since 1978.

MESSAGE FROM EXCEL SECURITIES

As the coronavirus has emerged and spread, we wanted to share with you how we are responding, and how we are prepared to keep our clients, advisors, and employees informed, safe and healthy.

We aim to protect the health of our advisors and employees while sustaining the service we provide to our valued clients.

We will continue to make the necessary adjustments to our operations, and have enacted the following precautionary measures:

  • We’ve suspended travel to protect the health of our advisors and clients.  
  • All Advisors and staff are working from remote locations.
  • Our phones have been placed on call forward to a centralized user that can direct you to the appropriate party.
  • Our operations are fully functional and we can address your needs as they arise.
  • We have suspended all face to face advisor to customer interaction until further notice
  • We understand you may have questions and we are available to speak with you. 

The most efficient means of communicating directly with your advisor would be email if you have that capability.
Email addresses for all staff can be found at Our Associates section of the webpage.

>> CLICK HERE

We are carefully monitoring these events to determine the necessary adjustments. Working with an advisor has many benefits, especially during times of market volatility. Your advisor understands your long-term goals and can help you manage through the uncertainty to avoid making an investment choice based on emotion. Investors who have endured market declines in the past and have stayed the course have the potential to benefit as markets stabilize. Please contact your advisor to discuss any changes that may be needed for your personal situation.

As always, we thank you for choosing us. We hope that you and your family remain safe and healthy.

Experience the Excel Difference

Excel Securities & Associates, Inc. is an independent, full-service Broker-Dealer / Registered Investment Advisor (RIA) financial firm. For 41 years, our team of professionals has provided personalized service that sets us apart.

We look forward to getting to know you.

LEARN MORE ABOUT US


Individual Investors

Our independent advisors offer clear and consistent guidance to clients in all phases of life. To accomplish this, we educate 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 with a relentless commitment to integrity, objectivity, and sincerity.

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Financial Advisors

Work with a Broker-Dealer who will provide you with a full suite of tools. Our superior technology, personal support, and sensible compliance will support your growing practice.

INTERESTED IN JOINING OUR TEAM?

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Companies

Since 1999, our Qualified Retirement Plan team demonstrates the same service philosophy when delivering its innovative Fiduciary Solution Tool to entrepreneurs and executives.

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Have a question? Fill out our form and we will be happy to get back to you with an answer.

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