Excel Financial
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
919 Vermillion St Ste 110, Hastings, Min...Phone Number
(651) 388-6441Website
www.excelfinllc.comRevenue
$8 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
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1
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 benefits, ensuring a fiduciary responsibility to their clients. The company emphasizes clear communication and a no-nonsense approach to financial success. Their services include financial planning, structured investing, and tailored business benefits programs.Explore more
Excel Financial Org Chart
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Excel Financial financials insights
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2020
Debt
$1M
2021
Debt
$1.5M
Excel Financial Tech Stack
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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 benefits, ensuring a fiduciary responsibility to their clients. The company emphasizes clear communication and a no-nonsense approach to financial suc... Read More
