Excella Wealth Consulting

Excella Wealth Consulting Excella Wealth Consulting is an independent financial services firm. Here at Excella, we’re committed to helping you meet and exceed your financial goals.

Excella Wealth Consulting is an independent financial services firm based in the charming town of Beaver, Pa. No matter if you’re a lifelong investor or just starting out, you can trust us to lead you down the path to financial safety and security. Ours is a dual-pronged approach to investing, focused on growing your assets and helping you generate stable income. Think of us as your personal finan

cial partner. We’re in it for the long haul, and we have the resources to handle virtually any situation. We listen to you and get to know you as we work to develop a long-term relationship with one goal in mind: your financial success. Our clients are found throughout Beaver County and across the country. We work with people in a variety of professions and who are at different stages in their life. Our advantage is that we’re small enough to provide customized, one-on-one service, but experienced enough to make sense of even the most complex financial scenario. A personalized, professional consulting firm that’s dedicated to your long term financial well-being—that’s Excella Wealth Consulting. Security and advisory services offered through Commonwealth Financial Services®, www.finra.org / www.sipic.org, a registered investment adviser. (Excella Wealth Consulting: 362 3rd St. Beaver, PA 15009: 724-774-3901 ( This communication is strictly intended for individuals in the states of (CA, FL, GA, IN, MI, NC, OH, PA, SC) No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our terms of use: www.commonwealth.com/termsofuse.html

Happy Thanksgiving from everyone at Excella Wealth!
11/27/2025

Happy Thanksgiving from everyone at Excella Wealth!

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07/09/2025

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Time is the secret ingredient of investing, a market veteran says. Over many decades, diversified stock index funds have produced extraordinary results.

Happy Easter from everyone at Excella Wealth!
04/20/2025

Happy Easter from everyone at Excella Wealth!

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03/21/2025

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How should investors handle the market correction? Commonwealth's Chris Fasciano, chief market strategist, sees opportunity within the volatility.

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03/07/2025

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Tax professionals can be a big help for those with more complicated situations – but they can be expensive.

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02/18/2025

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Thieves take advantage of news events and your desire for a big tax refund to steal your identity and your money.

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01/28/2025

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Many retirement planning mistakes are easily avoidable. Here are 10 to have on your radar so you don't end up running out of money in your golden years.

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01/07/2025

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Retirement is just around the corner for Gen X. Here’s what they need to know.

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11/21/2024

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As you rake the leaves and clean the gutters, you should also consider tackling seven key year-end planning chores.

The Christmas holiday season is rapidly approaching, Excella Wealth Consulting and Luckey Agency, Inc., have once again ...
11/12/2024

The Christmas holiday season is rapidly approaching, Excella Wealth Consulting and Luckey Agency, Inc., have once again opened their doors (now until December 10th) as an official drop-off location for the Marine Toys for Tots Foundation.
Please help us to collect toys for your Beaver County PA children.

Address

362 Third Street
Beaver, PA
15009

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17247743901

Website

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