Skip to main content
menu
  • Home
  • Meet Excel
  • Personal Finance
  • Business Benefits
  • Excel University
  • Contact Us
  • Account Login
    • Client Portal
    • Charles Schwab
    • MoneyGuidePro
  • Lake with Japanese maple tree by Lyndon Li

Hiring

Subscribe to Hiring

Offices

919 Vermillion St. Ste 110
Hastings, MN 55033

321 Main Street
Red Wing MN 55066

7951 East Maplewood Avenue
Greenwood Village, CO 80111

Contact Info

Office: 651-388-6441
Toll-free: 888-688-6441
Direct/fax: 651-319-9430

Email: info@excelfinllc.com

Excel Financial Links

  • Form CRS
  • Privacy Policy
  • ADV Disclosure
  • Website Disclosures

Other Helpful Websites

Dimensional Fund Advisors

DWC The 401K Experts

Alerus Retirement and Benefits

T. Rowe Price

Employee Fiduciary

Aspire Financial Services

CFP Board

401K Help Center
© 2025 Excel Financial All rights reserved.