Xcel Financial Group is a full-service financial services firm based in Allentown, PA, serving the Lehigh Valley and beyond for over 35 years. With a team of experienced advisors, they provide professional advice and guidance in areas such as retirement planning, investment management, tax planning, and insurance. Committed to exceeding their clients' expectations, Xcel Financial Group treats everyone like family and prioritizes their clients' interests above all else.
As an independent firm, Xcel Financial Group offers personalized and exclusive service, taking the time to understand their clients' goals and financial aspirations. They provide comprehensive financial planning, tailored investment portfolios, and ongoing monitoring to ensure clients' financial success. With a coordinated approach to wealth management, Xcel Financial Group helps clients accumulate, manage, protect, enjoy, and distribute their wealth, while also offering tax planning and preparation services, as well as a wide range of insurance products.
Generated from the website