Excel Financial Corp

Clarity Financial Planning Group, a member of the Northwestern Mutual Private Client Group, is a highly experienced team of financial experts based in Wayne, PA. With over 90 years of combined experience, they offer comprehensive wealth management and financial planning strategies for individuals, families, and business owners. Their integrated approach aims to protect and grow clients' wealth, considering all aspects of their financial lives. As a strategic partner, Clarity Financial Planning Group seeks to understand clients' needs and build successful, long-term relationships. Whether clients are looking to transition their business, prepare for retirement, provide for a family member with special needs, or develop an ESG-centered portfolio, the team at Clarity Financial Planning Group navigates financial complexities and delivers clear advice to help clients reach their wealth goals now and for generations to come.Generated from the website

Frankel Estate Planning & Elder Law, LLC is a trusted firm located in Wayne, PA, dedicated to protecting families and their assets while building a lasting legacy. With a team of experienced estate planning and elder law lawyers, they provide comprehensive services tailored to the unique needs of single parents, married couples with children, blended families, life partners, and those without children. By prioritizing the well-being and care of their clients' loved ones, Frankel Estate Planning & Elder Law, LLC ensures that desires and intentions are respected and honored. With a focus on safeguarding assets and upholding dignity, they offer personalized solutions for estate planning, elder law Medicaid planning, asset protection planning, special needs planning, and estate trust administration probate.Generated from the website

Our mission is to provide clients with trusted and reliable CFO advice and services including controller, treasury, human resource and IT oversight, financial reporting, financial planning & budgeting and back office accounting services as needed.