Excel Financial

Finance · Minnesota, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

919 Vermillion St Ste 110, Hastings, Min...

Phone Number

(651) 388-6441

Revenue

$8 Million

Industry

Finance Securities Trading

About Excel Financial

Excel Financial provides independent financial advice and management services aimed at individual investors and businesses. They focus on personal wealth management, retirement planning, and employee benefit programs, ensuring a fiduciary responsibility to their clients. Their services include financial planning, structured investing, and tailored business benefits programs. Excel Financial is dedicated to helping clients achieve financial clarity and success through straightforward communication and personalized strategies.Explore more
Excel Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Excel Financial Org Chart

PhoneEmail
JL
United States flag for contact location.

Partner

PhoneEmail
BU
United States flag for contact location.

Partner

PhoneEmail
JL
United States flag for contact location.

Partner

PhoneEmail
NC
United States flag for contact location.

Service Advisor

PhoneEmail
CB
United States flag for contact location.

Service Advisor

PhoneEmail
DM
United States flag for contact location.

HR Assistant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Excel Financial

Compare insights from companies similar to Excel Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Excel Financial

$8M
1-10
Private
<$5M
2005
<$5M
1-10
Private
-
2008
NW
Nicholas WarfChief Compliance Officer & Chief Operating Officer
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
1-10
Private
<$5M
2014
KG
Keith GlaserFounder & Managing Director
<$5M
1-10
Private
-
2012
Illustration of an envelope

Excel Financial Tech Stack

A closer look at the technologies used by Excel Financial

Top Finance Companies

Frequently Asked Questions Regarding Excel Financial

What is Excel Financial's official website?
Excel Financial's official website is www.excelfinllc.com
What is Excel Financial's Revenue?
Excel Financial's revenue is $8 Million
What is Excel Financial's SIC code?
Excel Financial's SIC: 62,628
What is Excel Financial's NAICS code?
Excel Financial's NAICS: 52,523
How many employees does Excel Financial have?
Excel Financial has 1-10 employees
What industry does Excel Financial belong to?
Excel Financial is in the industry of: Finance, Securities Trading
What is Excel Financial competition?
Excel Financial top competitors include: Core Wealth Management, TBH Global Asset Management, Bollin Wealth Management, KASE Wealth Advisors
What technology does Excel Financial use?
Some of the popular technologies that Excel Financial uses are: Drupal, Google Universal Analytics, AddToAny, Google Font API
How do I contact Excel Financial?
Excel Financial contact info: Phone number: (651) 388-6441 Website: www.excelfinllc.com
What does Excel Financial do?

Excel Financial provides independent financial advice and management services aimed at individual investors and businesses. They focus on personal wealth management, retirement planning, and employee benefit programs, ensuring a fiduciary responsibility to their clients. Their services include financial planning, structured investing, and tailored... business benefits programs. Excel Financial is dedicated to helping clients achieve financial clarity and success through straightforward communication and personalized strategies.Read More

What are Excel Financial social media links?
Excel Financial Linkedin page Excel Financial Facebook page
Who invested in Excel Financial?
Excel Financial has 2 investors including PPP and PPP.
Is Excel Financial a public company?
Excel Financial is private company therefore does not currently have an official ticker symbol
See more information about Excel Financial

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.