Excel Financial 

CONNECT

Address:

919 Vermillion St. Suite 110
Hastings, MN 55033

Phone:

651-388-6441 or 888-688-6441

Fax/Other:

651-319-9430

Our Firm

At Excel Financial, we believe that financial success is the result of the creation and execution of a well-designed financial plan tailored specifically to support the goals and objectives of the client and the application of disciplined and proven investment, risk management, and financial strategies appropriate to the client's situation.  We offer the following primary services:

  • Financial Planning
  • Investment Advisory and Management Services
  • Income Distribution
  • Risk Management
  • Retirement Plans

Unlike many financial product vendors that masquerade as investment advisors, as an independent fee-only investment advisory firm, we have a fiduciary responsibility to serve the interests of our clients first -- always.  Our relationships and interests are tied to those of our clients.  We accept no commissions, we have no sales quotas, and no corresponding conflicts of interest.  Simply put, we succeed when our clients succeed.

If you are interested in a different financial experience, one focused on your needs, goals, and objectives, come see us -- you'll be glad you did! 

 

"You should fire your broker and find an investment advisor. Brokerage firms would like you to think that they perform the same function as investment advisors. Many brokers call themselves "financial consultants’" or "financial advisors’."  But they are not the same as independent investment advisors… an investment advisor’s fiduciary duty is on a higher plane, like that of a lawyer, a trustee, or the executor of an estate.”

Arthur Levitt, Former SEC Chairman

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck