Excel Securities & Associates Inc

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Planning Inc Accu-Vest is a Rochester-based firm that specializes in estate planning and financial services. Their team of experienced professionals offers cost-effective estate planning solutions, including trust agreements, power of attorney certifications, and medical directives, tailored to meet the specific needs of their clients. With a focus on creating peace of mind and ensuring the smooth transfer of assets, Planning Inc Accu-Vest helps individuals and families navigate the complexities of estate planning with confidence. As a registered investment advisor with the SEC and Helios Integrated Planning, Planning Inc Accu-Vest provides comprehensive estate planning services that address state-specific requirements and adapt to changes in estate tax laws. With a commitment to empowering their clients, they aim to help individuals feel in control of their end-of-life decisions and facilitate open communication with future generations. By offering personalized solutions and expertise, Planning Inc Accu-Vest ensures that their clients' affairs are in order and their loved ones are well taken care of.Generated from the website