Excalibur Financial Services

Excalibur Financial Services is a financial services firm based in Jacksonville, Florida, with six employees. The company specializes in providing financial solutions for affluent individuals and businesses, including business owners, executives, medical professionals, and retirees. Their services cater to clients who often have a team of advisors, such as CPAs, attorneys, bankers, investment and insurance brokers. Excalibur Financial Services specializes in customized financial solutions designed to maximize income and assets, leveraging traditional and alternative investments. Excalibur Financial Services emphasizes a disciplined investment approach, utilizing rigorous research to identify high-quality investments tailored to their clients' needs. Their team employs sophisticated diversification and asset allocation strategies to help clients achieve long-term investment success. They offer comprehensive asset management products and services, designed to protect wealth, capitalize on growth opportunities, and meet financial goals at every life stage, including accumulation, transition, retirement planning, and wealth transfer. You can learn more about Excalibur Financial Services and their customized solutions by visiting their website at excaliburfs.com.