Xcel Wealth Management is an independent financial services firm based in Daytona Beach, FL, specializing in working with high net worth individuals and business clients to manage their assets and develop efficient plans to reach their goals. With a focus on creating measurable retirement plans, Xcel challenges clients to think beyond their rate of return and strategically allocate savings to maximize income during their golden years.
Recognized for their exceptional growth, Xcel Wealth Management has been named to the University of Florida's Gator100 list for two consecutive years, ranking 24th in the world with a compound annual growth rate of 61.07%. Led by UF alumni Jon Xynidis and Erick Palacios, Xcel is committed to providing professional, trustworthy, and personalized service, collaborating with other professionals in taxation, estate planning, and business exit planning to ensure comprehensive care for their clients' financial needs.
Generated from the website