Excel Wealth Management, LLC
www.excelwm.comExcel Wealth Management is a comprehensive registered investment advisory firm, committed to helping our clients improve their longterm financial independence. Our customized programs are designed to grow, preserve, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.
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Excel Wealth Management is a comprehensive registered investment advisory firm, committed to helping our clients improve their longterm financial independence. Our customized programs are designed to grow, preserve, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.
Read more
Country
State
Connecticut
Industry
Employees
11-50
Founded
2008
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
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President / Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Chief Revenue Officer ( CRO )
Email ****** @****.comPhone (***) ****-****Senior Retirement Plan Consultant - Retirement Relationship Manager
Email ****** @****.comPhone (***) ****-****
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