Excalibur Financial Services

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

10245 Centurion Pkwy N Ste 108, Jacksonv...

Phone Number

(904) 619-5944

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
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May
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Jul
ZI Rank
1
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1
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1
2

About Excalibur Financial Services

Excalibur Financial Services specializes in financial planning and wealth management, offering a range of services including estate planning and portfolio management. With over 45 years of combined experience, their knowledgeable team is dedicated to guiding clients through the complexities of the financial market. They aim to help clients achieve financial freedom by providing personalized support and expertise. Excalibur Financial Services is committed to being a trusted partner for individuals seeking to reach their financial goals.Explore more
Excalibur Financial Services's Social MediaPopular SearchesExcalibur Financial Services LLCExcalibur Estate Planning SolutionsExcalibur FinancialExcalibur Global Financial ServicesExcaliber Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Excalibur Financial Services Org Chart

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Type

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Founded In

Top Executive

Excalibur Financial Servi...

<$5M
1-10
Private
-
1996
CM
Courtney MaxberryOffice Manager
$7.6M
11-50
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-
1962
<$5M
11-50
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1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
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-
2018
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Nick ZoisFounder & President
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
MC
Michael CalzolanoManaging Member and Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Excalibur Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Excalibur Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Excalibur Financial Services.

Excalibur Financial Services Tech Stack

A closer look at the technologies used by Excalibur Financial Services

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Frequently Asked Questions Regarding Excalibur Financial Services

What is Excalibur Financial Services's official website?
Excalibur Financial Services's official website is www.excaliburfs.com
What is Excalibur Financial Services's Revenue?
Excalibur Financial Services's revenue is <$5 Million
What is Excalibur Financial Services's SIC code?
Excalibur Financial Services's SIC: 62,628
What is Excalibur Financial Services's NAICS code?
Excalibur Financial Services's NAICS: 52,523
How many employees does Excalibur Financial Services have?
Excalibur Financial Services has 1-10 employees
What industry does Excalibur Financial Services belong to?
Excalibur Financial Services is in the industry of: Finance, Securities Trading
What is Excalibur Financial Services competition?
Excalibur Financial Services top competitors include: Copper Canyon Wealth Management, Vertex Capital Advisors, Reynolds Wealth Management, Waterford Advisors
What technology does Excalibur Financial Services use?
Some of the popular technologies that Excalibur Financial Services uses are: Smarsh, GoDaddy DNS, Redtail CRM
How do I contact Excalibur Financial Services?
Excalibur Financial Services contact info: Phone number: (904) 619-5944 Website: www.excaliburfs.com
What does Excalibur Financial Services do?

Excalibur Financial Services specializes in financial planning and wealth management, offering a range of services including estate planning and portfolio management. With over 45 years of combined experience, their knowledgeable team is dedicated to guiding clients through the complexities of the financial market. They aim to help clients achieve... financial freedom by providing personalized support and expertise. Excalibur Financial Services is committed to being a trusted partner for individuals seeking to reach their financial goals.Read More

What are Excalibur Financial Services social media links?
Excalibur Financial Services Linkedin page
Is Excalibur Financial Services a public company?
Excalibur Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Excalibur Financial Services

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