COMPLETE FINANCIAL CARE
Excel Securities & Associates, Inc. provides individuals, families, businesses, and financial professionals with a complete range of products and services to plan successful financial futures.

PLAN FOR THE FUTURE YOU WANT
Products & Services Include:
- Professional Portfolio Management
- Life Training Planning (pre / post death or divorce)
- Comprehensive Financial and Retirement Planning
- Qualified Corporate Retirement Plans (401k, 403b, SIMPLE IRA)
- Account Types (Taxable, Tax-Free, IRA, ROTH IRA, 529 Plans, Trusts, Corporate, etc.)
- Insurance Products (Annuities, Term, Whole Life, Variable Life, Universal Life, Long-Term Care, etc.)
FINANCIAL ADVISORS
For Financial Professionals, our highly experienced management and support personnel will act as an extension of your capabilities whenever you need us.
Benefits:
- Onsite Training and Support Practice Management Tools and Technology
- Pre / Post Conversion Assistance
- Workflow and Operations Guidance
- Sensible Compliance
- Competitive Payouts
- Back Office Coverage
RESOURCES
ARTICLES AND VIDEOS
Our library of materials will help you gain a better understanding on a wide variety of financial topics.
FINANCIAL TOOLS
Access financial calculators, tax resources, and a glossary of financial terms.