Ashton Thomas Securities

Ashton Thomas Securities We are pleased to announce that Excel Securities is now a part of Ashton Thomas Private Wealth. Full disclosures on our website.

We remain committed to providing the same personalized service you've come to expect, now under a new name. This integration provides Excel's advisors and clients with access to Ashton Thomas's advanced technology platform and expanded resources, ensuring continued growth and enhanced client service in today's dynamic financial environment. We remain committed to providing the same personalized se

rvice you've come to expect, now under a new name.

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Investment Advisory services and securities are provided by Ashton Thomas Securities, LLC (“ATS”) an SEC - SEC-registered investment adviser and a registered broker/dealer and Member of FINRA / SIPC. Representatives of entities listed may only conduct business with residents of the states and jurisdictions in which they are properly registered. Check the background of the firm or investment professional on Broker Check or ATS | Adviser Check.

Work with a broker-dealer who provides you with the full suite of tools along with the personal support you need for a s...
03/28/2024

Work with a broker-dealer who provides you with the full suite of tools along with the personal support you need for a successful practice. Learn more about our advisor solutions: https://bit.ly/2U7zPer

What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment portfolio’s rate o...
03/25/2024

What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment portfolio’s rate of return. But what kind of impact do these deviations from the average return have on a portfolio’s final value? https://bit.ly/3UQo3V1

As stewards of our client’s wealth, we go to great lengths to cultivate long-term relationships. Each relationship is bu...
03/21/2024

As stewards of our client’s wealth, we go to great lengths to cultivate long-term relationships. Each relationship is built on a passion for what we do, the depth of our capabilities, and our relentless commitment to integrity, objectivity, and sincerity. https://bit.ly/3Q0KmmN

You won’t be forced into a business model or limited in your product choices at Excel. Learn how Excel can elevate your ...
03/18/2024

You won’t be forced into a business model or limited in your product choices at Excel. Learn how Excel can elevate your practice: https://bit.ly/3SpFbNq

03/14/2024

Work with a broker-dealer who provides you with a full suite of tools along with the personal support you need for a successful practice. https://bit.ly/2U7zPer

For many people, one of the most difficult conversations to have involves talking with an aging parent about extended me...
03/11/2024

For many people, one of the most difficult conversations to have involves talking with an aging parent about extended medical care. The shifting of roles can be challenging, and emotions often prevent important information from being exchanged and critical decisions from being made. When talking to a parent about future care, it’s best to have a strategy for structuring the conversation. Here are some key concepts to consider: https://bit.ly/2qDc0i9

Our independent advisors offer clear and consistent guidance to clients in all phases of life. Get started today! https:...
03/07/2024

Our independent advisors offer clear and consistent guidance to clients in all phases of life. Get started today! https://bit.ly/3a2XX7h

Affiliate with a broker-dealer who can make growth a reality for you. Grow with Excel. https://bit.ly/2U7zPer
03/04/2024

Affiliate with a broker-dealer who can make growth a reality for you. Grow with Excel. https://bit.ly/2U7zPer

Looking for a second opinion on your financial strategy? Enter Excel. Contact us today to schedule your complimentary fi...
02/29/2024

Looking for a second opinion on your financial strategy? Enter Excel. Contact us today to schedule your complimentary financial review! https://bit.ly/3a2XX7h

We deliver state-of-the-art technology, processes, and business development tools to each and every one of our financial...
02/26/2024

We deliver state-of-the-art technology, processes, and business development tools to each and every one of our financial professionals. Join Excel and elevate your practice. https://bit.ly/2U7zPer

Address

200 Canal View Boulevard, Suite 204
Rochester, NY
14623

Opening Hours

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

Telephone

+15854241234

Website

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