Excelsior Financial

Financial Services • Buffalo, New York, United States • 1-10 Employees

Company overview

Headquarters	1207 Delaware Avenue, Buffalo, NY 14209, US
Phone number	+17169081637
Website	raymondjames.com
NAICS	52
Keywords	401K, Education Savings, 529
Founded	2018
Employees	1-10
Socials

Key Contact at Excelsior Financial

David Wolf

CEO and Principal/Branch Manager, RJFS

Excelsior Financial Email Formats

Excelsior Financial uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@raymondjames.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@raymondjames.com	100%

About Excelsior Financial

Excelsior Financial specializes in financial services. Local to Buffalo, New York, we serve the Western New York community and offer financial strategies to help individuals, families and businesses in the area prepare for the expected and unexpected. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Excelsior Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Excelsior Financial revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Funding Data

Excelsior Financial has never raised funding before.

Frequently asked questions

Excelsior Financial is located in Buffalo, New York, US.

You can reach Excelsior Financial at +17169081637.

Excelsior Financial was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Excelsior Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Excelsior Financial

David Wolf

CEO and Principal/Branch Manager, RJFS

4.8

40,000 users