Also known as excel wealth
Excel Wealth Management, LLC is a financial services firm based in Manchester, Connecticut, founded in 2016. It describes its goal as helping clients grow, preserve and conserve wealth for long-term financial independence through customized programs. The firm offers financial planning, retirement planning and 401(k) related services using a team approach. Edward Baroncini is listed as chief investment officer. Reported assets under management are about USD 311 million.
Public regulatory records matched to Excel Wealth Management from SEC and IRS filings.
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Excel Wealth Management is a wealth manager based in Manchester, United States, managing approximately $311M in assets.
Excel Wealth Management is headquartered in Manchester, United States.
Excel Wealth Management manages approximately $311M in assets under management.
Excel Wealth Management was founded in 2016.
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