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EXCELSIOR FINANCIAL

4.8/5 (71)
NameEXCELSIOR FINANCIAL
Address1207 Delaware Avenue, Suite 108, Buffalo, NY 14209
Phone +1-716-318-5111  
Email ID
SpecialityCorporate Retirement Plan Consulting Education, Financial and Retirement Planning, Investment Solutions Portfolio & Risk Management
AboutExcelsior Financial understands your unique circumstances and ultimately creates an individual plan that gives a roadmap for your financial journey. The firm delivers industry-leading support, client-focused service, and a premier financial services company's financial planning and investment resources. They provide a team approach to financial planning, giving you a broader scope of expertise than you will likely find in any one person. They believe that financial advisory services should be shaped by the unique needs of every customer they serve, from individuals to families to high-caliber institutions. The company's approach and robust capabilities enable them to create customized investment solutions and give a superior standard of service with every investment solution they present.
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