Financial Planning

At Xcel Financial Group, It’s All About You

As a boutique financial services firm in Lehigh Valley, PA, we offer you service that is personal, private, and exclusive. We aspire to have only a limited number of clients but to provide personal service to each one. We honor our relationship with you by providing customer service and attention we believe you will not find elsewhere. Here's how it works:

We take the time to understand your goals in life and how you feel about your money

We can advise you on all your financial affairs—investing, retirement, estate planning, insurance, and other issues—or design a plan to address a single aspect of your finances

Your financial plan shows you what you need to do to fund your goals in life

Your portfolio is tailored to your goals and your ability to withstand market losses

Investments are monitored and you receive reports quarterly about performance

You will understand everything we do for you—your investments, fees, and financial plans

As a privately held, financial services firm, our advice is not influenced by a corporate parent and therefore we are free to choose the right solutions for you

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