Our goal is to protect the health of our clients, advisors, and employees while sustaining the service we provide. We are currently utilizing a combination of in-person, online, and phone meetings as part of our operations. Our clients continue to enjoy full account access and advisor accessibility during this time. We encourage you to keep in touch with your advisor with any questions you may have.
As always, we thank you for choosing us. We hope that you and your family remain safe and healthy.
Excel Securities & Associates, Inc. is an independent, full-service Broker-Dealer / Registered Investment Advisor (RIA) financial firm. For 44 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
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.
INTERESTED IN JOINING OUR TEAM?
Since 1999, our Qualified Retirement Plan team demonstrates the same service philosophy when delivering its innovative Fiduciary Solution Tool to entrepreneurs and executives.