Excalibur Financial Services - Jacksonville, Florida

Introduction to Excalibur Financial Services

For individuals and families seeking comprehensive and reliable financial services, Excalibur Financial Services presents a compelling option. Located in Jacksonville, Florida, this established firm offers a diverse range of expertise, including financial planning, insurance brokerage, investment management, and more. This detailed overview will explore the firm's offerings, its convenient location, and the positive feedback it has garnered from its clients. Excalibur Financial Services is dedicated to providing tailored solutions to meet the unique needs of each client, fostering long-term financial security and growth.

Company Details & Contact Information

Excalibur Financial Services operates from a modern and accessible office at Address: 10245 Centurion Pkwy N #108, Jacksonville, FL 32256, United States. Clients can easily reach the team by phone at Phone: 9046195944. A wealth of information about the firm's services and approach can be found on their official website: Website: excaliburfs.com. The website serves as a valuable resource for potential clients, offering detailed descriptions of their services, testimonials, and contact details.

Specialties and Services Offered

Excalibur Financial Services distinguishes itself through its multifaceted approach to financial institution management. Their core competencies encompass:

• Financial Planning: The firm provides personalized financial plans designed to help clients achieve their short-term and long-term goals, including retirement planning, education funding, and estate planning.
• Insurance Brokerage: Excalibur Financial Services offers a wide selection of insurance products, including life insurance, health insurance, property insurance, and disability insurance, assisting clients in protecting their assets and loved ones.
• Investment Company: As an investment company, they manage investment portfolios tailored to individual risk tolerance and financial objectives. They offer a range of investment options, including stocks, bonds, mutual funds, and ETFs.
• Investment Service: Beyond portfolio management, Excalibur Financial Services provides comprehensive investment advisory services, including financial analysis, market research, and ongoing portfolio monitoring.

Client Experience and Reputation

The firm’s commitment to client satisfaction is reflected in its strong online reputation. Currently, Excalibur Financial Services boasts Opinions: This company has 10 reviews on Google My Business, with an impressive Average opinion: 5/5. These positive reviews consistently highlight the firm’s professionalism, expertise, and dedication to client needs. Clients appreciate the personalized attention they receive and the clear, understandable explanations of complex financial concepts. Here’s a breakdown of common themes emerging from the reviews:

• Knowledgeable Professionals: Many reviewers commend the team's in-depth knowledge and ability to provide sound financial advice.
• Personalized Service: Clients frequently mention the individualized attention they receive, emphasizing the firm’s commitment to understanding their unique circumstances.
• Transparent Communication: Reviewers consistently praise the transparency of the firm’s communication, ensuring clients are fully informed about their financial plans and investment strategies.
• Reliable Support: Numerous clients highlight the firm's responsiveness and willingness to address their concerns promptly and effectively.

Facilities and Accessibility

Excalibur Financial Services is committed to providing a welcoming and accessible environment for all clients. The office features:

• On-site services: Clients can access a range of services within the office, including financial planning consultations and investment portfolio reviews.
• Wheelchair-accessible car park: The building offers convenient parking for individuals with mobility challenges.
• Wheelchair-accessible entrance: The entrance is designed to accommodate wheelchair users, ensuring seamless access to the facility.
• On-site parking: Clients are provided with ample on-site parking options.

Why Choose Excalibur Financial Services

In a competitive market, Excalibur Financial Services stands out due to its combination of expertise, personalized service, and commitment to client success. Their comprehensive suite of financial planning and investment services is supported by a dedicated team of professionals. The firm’s dedication to accessibility and client comfort further enhances the overall experience. Choosing Excalibur Financial Services represents a strategic investment in your financial future. They prioritize building long-term relationships based on trust and mutual respect. Their focus extends beyond simply managing assets; they aim to empower clients to achieve their financial aspirations with confidence.