Xexis Private Wealth LLC

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1540 International Pkwy Ste 3030
Lake Mary, FL 32746
+1 (407) 732-6364
https://xexiswealth.com

Xexis Private Wealth LLC, located in Lake Mary, FL, is an independent financial services firm dedicated to helping individuals create tailored retirement strategies through a range of investment and insurance products. The firm prides itself on its knowledgeable and approachable team, utilizing their proprietary EASE PLANNING methodology to educate and strategize for clients' financial goals.

With a strong focus on personalized service, Xexis Private Wealth emphasizes clear communication and the importance of understanding each client's unique needs, thereby fostering confidence and peace of mind in their financial planning. Their commitment to excellence is reflected in positive client testimonials highlighting the team's depth of knowledge and genuine concern for helping clients achieve financial security.

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United States›Florida›Lake Mary›Xexis Private Wealth LLC

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