Excel Securities & Associates, Inc | Advisor Expressions
We are the marketing partner for successful Financial Professionals who need a dependable and consistent way to increase market share and enhance client experience.
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Advisor Expressions / Excel Securities & Associates, Inc

Excel Securities & Associates, Inc

Excel Securities, based in Rochester, NY, needed an updated brand image to match their growing firm. Advisor Expressions updated their website and messaging, developed materials for recruiting purposes and to keep their client base engaged, including informative white papers, emails, promotional videos, and social media content.

About the client

Excel Securities & Associates, Inc. is a family-owned full-service independent Broker-Dealer founded in Rochester, New York, in 1978. After establishing their business with the goal of catering to the community's stock and bond investing needs, they expanded their Financial Services Firm to include Registered Investment Advisory (RIA) business.

Additional Designers

Tara Abela, Tal Kamholtz

Category

Advertising, Financial, Marketing, Recruiting Materials, Videos, Websites

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