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Excel Financialexcelfinllc.com · Low evidenceExcel Financial is an independent financial advisory firm offering personal wealth management for individuals and retirement/employee-benefits consulting for businesses, guided by fiduciary care and a straightforward, no-nonsense approach. It provides financial planning, structured investing, and spending/retirement services, plus a Business Benefits program to streamline employer benefit plans. The firm operates from offices in Hastings and Red Wing, Minnesota, and Greenwood Village, Colorado, and supports planning with tools like Charles Schwab MoneyGuidePro.
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