Excell Financial Services offers solutions to life's financial concerns including life insurance & other financial tools and is located in North Ridgeville, OH 44039. Another office is located in Westlake, Oh 44145 near Crocker Park.
For Individuals: ◾401(k)/403(b) Rollovers ◾Term and Whole Life Insurance ◾Educational IRA’s, 529 Plans, College Funds ◾Traditional and Roth IRA’s ◾Special Needs Plans ◾Medicare Supplement Ins. ◾Final Expense Ins. ◾Long Term Care Solutions
For Business Owners: ◾Disability Income Insurance ◾Business and Overhead Expense Insurance ◾Key Person Insurance ◾Employee Benefit Enhancements ◾Retirement Plans, 401(k), 403(b), Keogh ◾Buy-Sell Insurance (Disability & Death Protection) ◾Business Transfer Planning
Investment Services: ◾Mutual Funds ◾Variable and Fixed Annuities ◾Money Market Funds ◾Long Term Care Strategies
*Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC One Financial Way, Cincinnati, OH 45242 513-794-6794