Excell Financial Services

About

Excell Financial Services is a financial firm committed to excellence in customer service. We focus on your financial needs and goals.

Story

Our mission is to focus on our client's financial future by utilization of diverse financial tools matched up with the client's long term needs & goals. We will build client relationships based on trust, competent professional assistance, continual communication and prompt, personal service. We assist our clients in setting financial goals, monitoring these goals, and keeping them informed of the process & progress toward these goals. Some services include; 401(k) Plan & 403(b) rollovers, Whole & Term Life Insurance, Creating Income Streams from savings, Final Expense Ins., Medicare Supplement Ins., Fixed & Fixed Indexed Annuities, Long Term Care Solutions, Traditional & Roth IRA's, Special Needs Planning, Disability Income Insurance, Retirement Planning, Business Overhead Expense Insurance, Buy-Sell Insurance, Key Person Insurance, Employee Benefit Offerings, Estate Planning.