Excalibur Financial Services - Jacksonville (FL)

5 /5 NAA: The team at Excalibur Financial are fabulous. My husband and I have been clients for the past ten years. We have been extremely pleased with their informative, thoughtful and profitable expertise. We have been so impressed, with the team, we have recommended them to friends and family. I realize it’s not polite to talk about money, but I am making this one exception.

5 /5 Lukas Brickweg: Excalibur Financial services are the go to firm for wealth management. Their expertise will guide you through all of life’s situations. I can’t personally thank them enough for the years of financial guidance I’ve received to build wealth.

5 /5 Charles Ruffalo: Great service and they are extremely knowledgeable. Ive been with them for many years. They are easy to reach and communicate well. They make sure to keep me on the path to fit my individual needs. Im not just another client. I truly feel they take the time and planning I need to reach financial security.

5 /5 Graziano Fruzzetti: The financial experts at Excalibur continually monitor and, when necessary, adjust my investments to get the maximum yield. I have been with them for many years and would not trust my investments with any other firm. I get monthly, in-depth statements, and I really like the fact that we meet yearly for a comprehensive review. I highly recommend Excalibur.