Excel Empire

Business Services · Florida, United States · 11-50 Employees

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Overview

Headquarters

1601 Belvedere Rd Ste 104E, West Palm Be...

Revenue

<$5 Million

Industry

Business Services Project Management Accounting for Legal Practices

About Excel Empire

Excel Empire specializes in strategic tax planning and wealth optimization for business owners and financial professionals. The company offers services that include tax reduction strategies, business sale exit planning, and retirement benefits planning to help clients minimize their tax burden and maximize wealth. With a focus on ethical and legal tax reduction, they empower their clients to save significantly and achieve financial success. Their Certified Tax Business Advisor program equips financial professionals with the skills necessary to provide advanced tax strategies beyond basic compliance.Explore more
Excel Empire's Social MediaSIC Code 87,874NAICS Code 54,541Show more

Excel Empire Org Chart

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President & Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Excel Empire

<$5M
11-50
Private
-
2023
BF
Brian FanninPresident & Chief Operating Officer
$9.1M
11-50
Private
<$5M
1975
WY
Wesley YuhnkeChief Investment Officer
<$5M
11-50
Private
-
1999
JN
Jia NiCo-Founder & Chief Technology Officer
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
<$5M
1990
Steven Urban, President at Urban Financial Advisory
Steven UrbanPresident
<$5M
1-10
Private
<$5M
2004
LW
Lynette WheelerDirector of Client Care
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Frequently Asked Questions Regarding Excel Empire

What is Excel Empire's official website?
Excel Empire's official website is www.excelempire.com
What is Excel Empire's Revenue?
Excel Empire's revenue is <$5 Million
What is Excel Empire's SIC code?
Excel Empire's SIC: 87,874
What is Excel Empire's NAICS code?
Excel Empire's NAICS: 54,541
How many employees does Excel Empire have?
Excel Empire has 11-50 employees
What industry does Excel Empire belong to?
Excel Empire is in the industry of: Business Services, Project Management, Accounting for Legal Practices
What is Excel Empire competition?
Excel Empire top competitors include: Fountainhead Wealth, FCA Corp, Ratcliff Financial Services, Urban Financial Advisory
What does Excel Empire do?

Excel Empire specializes in strategic tax planning and wealth optimization for business owners and financial professionals. The company offers services that include tax reduction strategies, business sale exit planning, and retirement benefits planning to help clients minimize their tax burden and maximize wealth. With a focus on ethical and legal... tax reduction, they empower their clients to save significantly and achieve financial success. Their Certified Tax Business Advisor program equips financial professionals with the skills necessary to provide advanced tax strategies beyond basic compliance.Read More

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

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