Alise M. Excell
President at Excell Financial Services
Based in Cleveland, United States
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Seniority
C-Team
Department
General Business & Management
Location
Cleveland
Industry
Financial Services
Company size
5
Contact information
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a•••••••@alisemexcell.com
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Background
About Alise M. Excell
Making Money Less Complicated by providing excellent service & support to my clients through the proper assessment of needs & goals & the customized fit of various financial tools to help fulfill those needs & goals. Focusing on those at or near retirement to provide stability & income in retirement.~401(k)/403(b) rollovers at/near retirement~Disability Income Insurance~IRA creation; traditional IRA & Roth IRA's~Education funding solutions~Life Insurance; whole life and term insurance~Special Needs Plans~Business Overhead Expense Insurance~Key Person Insurance~Buy-Sell Insurance~Annuities; fixed & fixed indexed annuitiesCurrently licensed for Life, Health & Disability Products. Ohio Lic.# 966960, Pennsylvania Lic.#748683I represent Ohio National Financial Services and a variety of insurance companies and can help you with your insurance, financial and investment needs.Insurance & annuity products issued by The Ohio National Life Insurance Company & Ohio National Life Assurance Corporation. Product, product features and rider availabilityvary by state. Issuers not licensed to conduct business and products not distributed in AK,HI and NY.
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