Xcel Financial Group

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

884 Oplinger Rd, Allentown, Pennsylvania...

Phone Number

(610) 871-1510

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Xcel Financial Group

Xcel Financial Group is a full-service financial services firm based in Lehigh Valley, PA, with over 35 years of experience. They provide personalized financial planning, investment management, retirement planning, tax planning, and insurance services to individuals and small businesses. The firm prides itself on offering honest, impartial advice and treating clients like family, ensuring their financial goals are met with attention to detail. With a team of experienced advisors, Xcel Financial Group aims to help clients navigate their financial journeys and achieve their dreams.Explore more
Xcel Financial Group's Social MediaPopular SearchesXcel Financial GroupSls Financial GroupAndrew SollenbergerExcelsus Financial Group IncSls FinancialSIC Code 62,628NAICS Code 52,523Show more

Xcel Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Xcel Financial Group

<$5M
1-10
Private
-
1999
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2014
TM
Tina MayesWealth Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1984
ME
Michael ErpenbachDirector, Client Services
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Xcel Financial Group Tech Stack

A closer look at the technologies used by Xcel Financial Group

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Frequently Asked Questions Regarding Xcel Financial Group

What is Xcel Financial Group's official website?
Xcel Financial Group's official website is www.xcelfinancialgroup.com
What is Xcel Financial Group's Revenue?
Xcel Financial Group's revenue is <$5 Million
What is Xcel Financial Group's SIC code?
Xcel Financial Group's SIC: 62,628
What is Xcel Financial Group's NAICS code?
Xcel Financial Group's NAICS: 52,523
How many employees does Xcel Financial Group have?
Xcel Financial Group has 1-10 employees
What industry does Xcel Financial Group belong to?
Xcel Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Xcel Financial Group competition?
Xcel Financial Group top competitors include: Copper Canyon Wealth Management, Rogers Financial Group, Great Lakes Wealth Advisors, Goodrich and Associates
What technology does Xcel Financial Group use?
Some of the popular technologies that Xcel Financial Group uses are: Google Font API, Google Tag Manager, GoDaddy DNS, Amazon Web Hosting
How do I contact Xcel Financial Group?
Xcel Financial Group contact info: Phone number: (610) 871-1510 Website: www.xcelfinancialgroup.com
What does Xcel Financial Group do?

Xcel Financial Group is a full-service financial services firm based in Lehigh Valley, PA, with over 35 years of experience. They provide personalized financial planning, investment management, retirement planning, tax planning, and insurance services to individuals and small businesses. The firm prides itself on offering honest, impartial advice a... nd treating clients like family, ensuring their financial goals are met with attention to detail. With a team of experienced advisors, Xcel Financial Group aims to help clients navigate their financial journeys and achieve their dreams.Read More

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

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