excalibur financial services, llc

Founded in 2006, Excalibur Financial Services, LLC is an independent financial services firm dedicated to providing comprehensive wealth management and financial planning. The company operates with a client-centric philosophy, aiming to build long-term relationships by helping clients identify and pursue their financial goals. Their services encompass retirement planning, investment management, insurance solutions, and estate planning, delivered through a team of experienced financial professionals. They offer securities and advisory services through an affiliation with Cambridge Investment Research, Inc.