Excell Financial Services
Making Money Less Complicated by providing excellent service & support to my clients through the proper assessment of needs & goals & the customized fit of various financial tools to help fulfill those needs & goals. Focusing on Small Businesses and Professional Practices as well as Individuals.
~Disability Income Insurance
~IRA creation; traditional IRA & Roth IRA’s
~Education funds – 529 Plan strategies
~Life Insurance; whole life and term insurance
~Special Needs Plans
~Retirement Plans for businesses; 401(k), Keogh, SEP, SIMPLE
~Business Overhead Expense Insurance
~Key Person Insurance
~Annuities; fixed & variable annuities
~Bond & Mutual Funds
Currently licensed for Life, Health & Disability and Variable products. Licensed in OH & PA.
Series 6 & 63. Lic. # 966960, #748683.
I represent Ohio National Financial Services and a variety of insurance companies and can help you with your insurance, financial and investment needs. Insurance & annuity products issued by The Ohio National Life Insurance Company & Ohio National Life Assurance Corporation. Product, product features and rider availability vary by state. Issuers not licensed to conduct business and products not distributed in AK, HI and NY. Registered products (including variable annuities) are sold only by prospectuses, which can be obtained through your registered representative. Before investing, investors should read and consider carefully the product and any underlying fund prospectuses, which contain more complete information about investment strategies, fees, charges, risk factors and other factors that may apply. As with any investment, investing in variable portfolios involves risk, including possible loss of principal. Past performance is no guarantee of future results.
Alise M. Excell is a Registered Representative offering securities through The O.N. Equity Sales Company, Member FINRA/SIPC. 27865 Clemens Road Suite 2, Westlake, Ohio 44145 440-899-9830.