EXCEL FINANCIAL's mission is to serve our clients as their trusted advisors, helping them achieve confidence, peace of mind, and a better financial future by providing top quality fee-only financial planning and advisory services.


We have been awarded the FIVE STAR Wealth Manager Award for overall satisfaction for the 4th consecutive year. This recognition identifies leading wealth managers nationally, based on factors such as overall customer satisfaction, integrity, value for fees charged and quality of recommendations. The FIVE STAR Wealth Manager Award is limited to less than 7% of all wealth managers.


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