Company Overview
Company Name
Excel Wealth Management
Address
935 Main St, Manchester, CT, 06040, United States
Website
excelwm.comPhone
(888) 929-9920Approx. Annual Revenue
$1.3M
Employees
6
Established
2013
Google Reviews
1.0 (1 review)
Locations
2
About Excel Wealth Management
Excel Wealth Management, LLC is a comprehensive financial services firm based in Manchester, CT, United States. The company is committed to helping clients achieve long-term financial independence through customized strategies and personalized service. They offer a range of financial solutions, including retirement planning, investment management, and insurance services.
Recent changes
What changed on the Excel Wealth Management website and Google listing, as detected by Coldlytics on each visit.
Estimated revenue band moved from $500K-1M to $1M-2.5M
Estimated headcount moved from 2-5 to 6-10 employees
Coldlytics tracks changes like these across millions of businesses, so you can reach companies the moment they add a pixel, start hiring, or switch software.
Find companies by what just changed →Excel Wealth Management locations
2 Google Business Profile listings.
| Location | Google category | Reviews | Status |
|---|---|---|---|
| 935 Main St, Manchester, CTprimary | — | 1.0 (1) | Claimed |
| 20233 Cristoforo Pl, Venice, FL | — | 5.0 (1) | Claimed |
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Key Decision Makers
Jim Arpc Chief Operating Officer