Broker Check

Team

 

Edward Baroncini

Chief Investment Officer

(860) 558-4969

(860) 540-1123

EdB@ExcelWM.com

Edward Baroncini is President and Owner of Excel Wealth Management, LLC and an Investment Advisor Representative with LPL Financial. Within LPL Financial, Edward is honored to be part of their Retirement Plan Consulting Program through...

Read more

Paul Heyman

Financial Consultant

877-392-3537 x703

860-540-1123

PHeyman@ExcelWM.com

Paul’s area of focus is helping his clients develop a sound financial strategy for the future. As Paul’s client, you will benefit from a collaborative, one-on-one relationship dedicated to identifying and prioritizing your...

Read more

Have a Question?

Name
Email
Question
Thank you! Oops!