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PERSONAL

Financial Strategies


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.)
SPEAK WITH AN ADVISOR

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
CONTACT EXCEL TODAY


RESOURCES

ARTICLES AND VIDEOS

Our library of materials will help you gain a better understanding on a wide variety of financial topics.

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FINANCIAL TOOLS

Access financial calculators, tax resources, and a glossary of financial terms.

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