We're Xcel Financial Group
As a full service financial services firm, we have been serving the Lehigh Valley and beyond for over 35 years. With over 100 years of combined experience, our Advisors strive to provide their clients with professional advice to guide them through their financial life. Whether planning for retirement, funding a child’s college education or planning to leave a legacy to your loved ones, your success will require knowledge of investing, insurance, taxation, and other complex subjects, plus attention to detail and discipline. You’ll need to be engaged and committed to a strategic plan, and that’s where we come in.
We strive to provide honest, impartial advice to help our clients pursue their financial goals. As a family business, we feel personally responsible that we constantly exceed our clients' expectations. We will treat everyone as though they are members of our family, never as just a number. Above all, we will always put our clients' interests before ours because that is how we build successful, long-term partnerships.