Financial Library
Our library of articles, videos, and calculators will help you gain a better understanding on a wide variety of financial topics.
Printable Resources
Our collection of resources is your go-to library for informative and interactive worksheets.
Client Commission Schedules

Why choose Excel?
For 45 years, our financial advisors have provided clear and dedicated guidance through all the investment choices our clients face. Our advisors craft a portfolio that fits your unique plans and the level of risk you are comfortable with. Experience the Excel difference.