Excelsior Financial Group LLC

Excelsior Financial Group LLC Formerly Kay Stienessen CPA, Financial Advisor LLC We are independent brokers, licensed through Motiv8 Investments LLC.

We also offer tax planning and tax return preparation services. We offer a free one hour consult in office to better get to know you and what your looking for!

Why spread out across different sectors? Because no single industry leads the market forever. What performed best last y...
09/01/2026

Why spread out across different sectors? Because no single industry leads the market forever. What performed best last year might lag this year. Spreading your investments ensures you aren't relying on a single sector to carry your entire financial plan.

Diversification isn't just about owning five different tech stocks—it’s about having a mix of completely different asset...
08/27/2026

Diversification isn't just about owning five different tech stocks—it’s about having a mix of completely different asset classes and industries. Tech, healthcare, real estate, and fixed income all react differently to economic changes. Spreading your exposure keeps your portfolio well-rounded.

Ever wonder why market ups and downs feel so nerve-wracking? A non-diversified portfolio makes every market swing feel m...
08/25/2026

Ever wonder why market ups and downs feel so nerve-wracking? A non-diversified portfolio makes every market swing feel magnified. By balancing growth-focused assets with stability-focused ones, you build a smoother, more resilient path toward your long-term goals.

good turnout for our seminar hosted at Golden Valley American Legion!
08/21/2026

good turnout for our seminar hosted at Golden Valley American Legion!

Putting all your eggs in one basket works great—until someone drops the basket! 🧺 Diversification means spreading your i...
08/20/2026

Putting all your eggs in one basket works great—until someone drops the basket! 🧺 Diversification means spreading your investments across different asset classes (like stocks, bonds, and real estate) to help manage risk. When one area dips, another may stay steady or grow.

Financial Quote of the Day:"An investment in knowledge pays the best interest." — Benjamin Franklin
08/18/2026

Financial Quote of the Day:
"An investment in knowledge pays the best interest." — Benjamin Franklin

Think on this:Small, daily financial choices build massive, long-term freedom.
08/13/2026

Think on this:
Small, daily financial choices build massive, long-term freedom.

Financial Quote for the day:"Do not save what is left after spending, but spend what is left after saving." — Warren Buf...
08/11/2026

Financial Quote for the day:
"Do not save what is left after spending, but spend what is left after saving." — Warren Buffett

🔐 Ready for advanced protection? While flexible revocable trusts are excellent for managing your estate, irrevocable tru...
08/06/2026

🔐 Ready for advanced protection? While flexible revocable trusts are excellent for managing your estate, irrevocable trusts are the heavy hitters for true asset isolation. Placing certain assets into a properly structured irrevocable trust may reduce your exposure to future creditor claims, but protection depends on the trust's terms, timing, and applicable state law and is not guaranteed. Consult your attorney for advise tailored to your circumstances. 🏛️

👥 How your assets are titled matters just as much as what you own. Joint accounts, real estate ownership, and beneficiar...
08/05/2026

👥 How your assets are titled matters just as much as what you own. Joint accounts, real estate ownership, and beneficiary designations can accidentally expose your money to a partner's or co-owner's legal liabilities. Coordinating how your properties and accounts are legally titled is a core pillar of a smart estate plan. 🔑

Address

4021 Vernon Avenue South, Suite 208
Saint Louis Park, MN
55416

Opening Hours

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

Telephone

+19528434941

Website

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