We aim to protect the health of our advisors and employees while sustaining the service we provide to our valued clients. We have partially returned to the office. If you are visiting the office, please call to let us know you have arrived so we can let you in.We will continue to make the necessary adjustments to our operations, and have enacted the following precautionary measures:
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.
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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.
The impact of COVID-19 continues to affect us all in unprecedented ways. To support our clients, we've compiled a list of resources below to help you manage your business during this time.
Excel Securities & Associates, Inc. is an independent, full-service Broker-Dealer / Registered Investment Advisor (RIA) financial firm. For 43 years, our team of professionals has provided personalized service that sets us apart.
We look forward to getting to know you.
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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.
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.
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Since 1999, our Qualified Retirement Plan team demonstrates the same service philosophy when delivering its innovative Fiduciary Solution Tool to entrepreneurs and executives.