Excalibur Financial Services

Excalibur Financial services are the go to firm for wealth management. Their expertise will guide you through all of lifes situations. I cant personally thank them enough for the years of financial guidance Ive received to build wealth.
Mar 20th, 2024

The team at Excalibur Financial are fabulous. My husband and I have been clients for the past ten years. We have been extremely pleased with their informative, thoughtful and profitable expertise. We have been so impressed, with the team, we have recommended them to friends and family. I realize its not polite to talk about money, but I am making this one exception.
Oct 30th, 2023

Great service and they are extremely knowledgeable. I've been with them for many years. They are easy to reach and communicate well. They make sure to keep me on the path to fit my individual needs. I'm not just another client. I truly feel they take the time and planning I need to reach financial security.
Oct 27th, 2023

Weve had Gary taking care of our financials since 2004 and with changing times and events that happen in life, the entire Excalibur team has been there every step of the way to insure that plans made, become actions taken, and provide financial security. Sound business decisions and advise that have helped to build certainty for the future of our family.
Jun 22nd, 2023

Old friends since 1982. Family firm. Have always looked out for our best interests
Jun 1st, 2023