About Us

Xcel Financial Group is a family business with over 40 years of experience in the financial services industry. Through our advisors we handle all aspects of personal financial services, including retirement planning, investments, insurance, taxes and estate planning.  We also help small businesses set up retirement plans that suit their needs and objectives.  We are an independent firm so we are not tied to a particular product or service which gives us the freedom to choose the course of action that is most appropriate for each client. If you feel overwhelmed thinking about your retirement, education for your kids, reducing your taxes or if you have enough life insurance, please give us a call for a complimentary initial consultation.


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