Excel Securities & Associates

Many investors are looking to build a portfolio that reflects their socially responsible values, while giving them the potential for solid returns. That’s where SRI Investing, Impact Investing, and ESG Investing may play a role https://bit.ly/38eR7vJ #investing... #investment #investmentstrategy See more

Wishing you a magical and blissful holiday! #Holidays #Christmas

Larger firms typically cannot offer advisors the flexibility and collaboration Excel provides. Our modern selection of business tools paired with our accessible leadership sets us apart. You won’t be forced into a business model or limited in your product choices at Excel. https://bit.ly/2U7zPer #finance... #brokerdealer #boutiquefirm #financialadvisor See more

We provide custom planning for your financial future. See why people are choosing Excel Securities #finance #financialadvice #financialservices

Are you making charitable donations at year’s end? If so, you should know about some of the financial fine print involved, as the right moves could potentially bring more of a benefit to both you and your chosen charity https://bit.ly/3g8Qnff #yearend... #charity #charitablegifting #financialadvice See more