`

Excel Securities & Associates

Financial Services

Specialities :
Financial planning
Retirement planning
Portfolio management
Insurance
And investments
Sign Up to View More
revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Excel Securities & Associates

What does Excel securities & associates do?+

Supporting individual investors and financial professionals since 1978. Excel Securities & Associates, Inc. is a family-owned, independent, full-service Broker-Dealer / Registered Investment Advisor (RIA) financial firm. For 44 years, our team has provided personalized service that sets us apart. We established our business with the goal of catering to the communitys stock and bond investing needs. With an emphasis on personalized service, we had originally provided investors with efficient, cost-effective means to trade stock & bonds. As our business grew, we added Financial and Retirement Planning services. As stewards of our clients wealth, we go to great lengths to cultivate...

What are Excel securities & associates's specialties? +

Financial planning,retirement planning,portfolio management,insurance,and investments

What is Excel securities & associates's industry? +

Excel securities & associates operates in the Financial services industry.

What is Excel securities & associates's revenue? +

Excel securities & associates's revenue is 11m - 100m

What is Excel securities & associates's company size? +

Excel securities & associates has 11 - 50 employees.

The Go-to Sales Technology According to G2

G2 Badges Map
Get Started With Clodura
Sign Up

Sign Up for Free

Get Started with the Free Forever plan! No credit card needed. Enjoy up to 10,000 free email credits per month at no cost.

Sign Up For Free
Supercharge Your Prospecting

Supercharge Your Prospecting

Start Prospecting from Clodura.AI's database of 600M+ verified B2B contacts and 120M+ direct dials along with 18M+ companies' org charts.

Sign Up For Free
Grow Your Business

Grow Your Business

Unlock the prospect's contact details, including verified email, direct dials, add them to cadence, and close more deals.

Sign Up For Free