The heart of any successful financial endeavor

is having a plan.

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.

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Your Money. Your Unique Journey.

Andrew Sollenberger, CFP®

President

Leroy Sollenberger, CFP®

Founder

Frank Hesch, III

Financial Advisor

Frank Colangelo

Financial Advisor

Tracy Butler

Office Manager

Wendy David

Administrative Assistant

We serve as your financial compass helping customize a plan to fit your goals

Xcel Financial Group was founded in 1999 when Leroy and Andrew Sollenberger left their previous broker/dealer to join Osaic Wealth, Inc. as an independent financial services firm. Leroy started as a financial advisor in 1985 and was later joined by his son, Andrew, in 1999. Shortly thereafter, they started their own firm to better service their clients. Frank Colangelo joined Xcel Financial Group in 2001 after years of working in his family's business. Frank Hesch joined in 2012 after previously working for another financial firm. With over 100 years of combined experience, you can be sure that we've seen almost everything you will encounter on your financial journey.

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Sustaining Your Family, Reaching Your Dreams

As a family financial services firm in Lehigh Valley, PA, we offer you service that is personal, private, and exclusive. We take the time to understand your goals in life and how you feel about your money. We honor our relationship with you by providing customer service and attention we believe you will not find elsewhere. 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.

Here's how it works:

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 best strategy for you

At the core of your relationship with Xcel Financial Group, is a coordinated approach to managing your wealth, providing you and your family the security that comes with knowing you have planned financially for every stage of your life.

We can help you:

Accumulate:

Achieving your dreams starts with articulating and quantifying them.

Manage:

We work with you to design an investment strategy tailored to meet your specific financial goals based on your individual risk tolerance.

Protect:

Your investment portfolio is only half of the equation. You also need ideas to minimize your tax liabilities and guard your family’s financial future from unforeseen events.

Enjoy:

They say life is what happens to you while you’re making other plans. We’ll help you balance your current income and liquidity needs with your long-term goals.

Distribute:

The right planning can help ensure that what you have built will eventually benefit the people and organizations that mean the most to you.

We believe that utilizing all available tax qualified accounts is the key to accumulating retirement assets. We offer 401ks, IRAs, Roth IRAs, 403Bs, SEPs and Simple IRA plans to help you and your business maximize tax qualified savings.

Individual and Small Business Tax Planning

Tax planning is a vital component to financial planning. We always factor in tax consequences as a part of any investment strategy.

We also specialize in individual and small business tax preparation. Using all available deductions and strategies, we can make sure you’re not paying any more than you should. We take pride in the personalized service we offer and, unlike the seasonal tax preparation firms, we are available year round for any tax questions or to help reconcile any tax notices you may receive.

As Independent Insurance Brokers, we can select from a wide variety of insurance companies to find the right policy to meet your needs.

We offer the following insurance products:

Fixed Annuities

A Guaranteed interest rate for a specified period of time. May be appropriate for risk averse investors

Life Insurance

Term, Universal Life and Whole Life. Which one fits your needs and budget? We can help you figure out the amount and type that works for you and your family.

Long Term Care Insurance

With the costs of advanced care continuing to rise, it may be time to look at protecting your assets from the costs of a nursing home. There are many different types of LTC policies available, we can help you decide which one works best for you.

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While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.