Excel Wealth Management, Llc
Excel Wealth Management is a comprehensive registered investment advisory firm, committed to helping our clients improve their longterm financial independence. Our customized programs are designed to grow, preserve, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.
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Verified contacts
4
available on Kipplo
LinkedIn employees
7
11 to 50 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
230
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- PH
Paul Heyman
Financial Consultant · Finance & Accounting
EmailPhone - EB
Edward B.
President Chief Investment Officer · Finance & Accounting
EmailPhone - EB
Edward Baroncini
Account Analyst · Finance & Accounting
EmailPhone - ML
Michael Lucco
Chief Executive Officer · Other
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Excel Wealth Management, Llc
4 distinct titles indexed · top 4 shown.
- 1account analyst
- 1chief executive officer
- 1financial consultant
- 1president chief investment officer
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