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Alise Excell, Ms

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Alise Excell, Ms
Excell Financial Services
(2 Reviews)
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8885 Bender Road North Ridgeville, OH 44039
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About

Alise Excell, Ms

Making Money Less Complicated by providing excellent service & support to my clients through the proper assessment of needs & goals & the customized fit of various financial tools to help fulfill those needs & goals. Focusing on Small Businesses and Professional Practices as well as Individuals.

~401(k)/403(b) rollovers
~Disability Income Insurance
~Investment Products
~IRA creation; traditional IRA & Roth IRA's
~Education funds - 529 Plan strategies
~Life Insurance; whole life and term insurance
~Special Needs Plans
~Retirement Plans for businesses; 401(k), Keogh, SEP, SIMPLE
~Business Overhead Expense Insurance
~Key Person Insurance
~Buy-Sell Insurance
~Annuities; fixed & variable annuities
~Bond & Mutual Funds
Primary Specialty

Life Insurance

Gender Female
Map and Directions
8885 Bender Road, North Ridgeville, OH 44039
Services ~401(k)/403(b) rollovers
~Disability Income Insurance
~Investment Products
~IRA creation; traditional IRA & Roth IRA's
~Education funds - 529 Plan strategies
~Life Insurance; whole life and term insurance
~Special Needs Plans
~Retirement Plans for businesses; 401(k), Keogh, SEP, SIMPLE
~Business Overhead Expense Insurance
~Key Person Insurance
~Buy-Sell Insurance
~Annuities; fixed & variable annuities
~Bond & Mutual Funds
 Additional Services Financial Services
Consumer Feedback
(2 Reviews)
Service
5 star average for Service
Environment
4 star average for Environment
Expertise
4 star average for Expertise
Value
5 star average for Value
View All 2 Reviews Add a Review
Recent Reviews
Knowing I can trust someone with my money is important. I felt totally comfortable with Excell Financial Services.
by Barb xxx.xxx.144.81
November 25, 2014
Recent Polls
Does this provider treat their staff well?
Yes, they treat their staff with respect
Was this provider's office too cold?
No, it was fine
Does this provider give unbiased advice?
Absolutely! I always get sound, helpful, and completely unbiased advice!
Does this provider have helpful information available online?
Yes, they have a great website and are present in many online directories
Is this provider willing to pursue advice from other providers when necessary?
Yes, they were willing to ask for advice when necessary
by Barb xxx.xxx.239.20
November 06, 2013
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