Excelsior Financial

We are Excelsior Financial, a group of financial consultants representing Great Eastern Financial Advisers.

Our mission is to help you achieve success in personal finance by engaging you in meaningful conversations and empowering you to make sound financial decisions.

Do you have a framework to achieve your financial goals? Learn your ABCDs of personal finance with Excelsior Financial today!

The Excelsior Financial Experience 

Finding financial clarity through engagement with EFG
 

1. Finding Clarity through Engagement 

The most common barrier to financial planning is the lack of understanding – how do I start, what do I have to consider, when should I do anything? Our primary objective is to help our clients discover the different facets of financial planning through Excelsior Financial’s Personal Financial Plan Framework. By engaging them in meaningful and guided conversations, we help them uncover their aspirations, concerns and goals. This is the most important step that will help our consultants with their expectations.    

Building financial confidence with empowerment
 

2. Building Confidence with Empowerment 

Excelsior Financial’s clients are always in the driver’s seat when it comes to decision making. They choose from carefully curated solutions as a result of their engagements with our consultants.

Our consultants are committed to empower our clients to help them make sound financial decisions based on their preferences.  

Enjoy convenience in execution of financial goals with EFG
 

3. Enjoying Convenience in Execution 

What’s more important than making decisions? Executing them.

Excelsior Financial’s consultants understand the importance of every detail in our clients’ plans and will execute them accurately and timely. They also provide regular reviews and updates to keep clients abreast of any changes in their portfolio.

That’s the convenience that Excelsior Financial’s clients enjoy. 

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