Excalibur Advisors

Excalibur Advisors

Excalibur Advisors is a financial consultant for business owners seeking financial consulting services to help improve profitability and relieve financial stress for their employees. When you have financial questions we help you find answers.
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After 25 years of an insurance-focused business benefits consulting practice, with 2 business partners, I retired at the end of 2023 & took 2 months off to fine tune a more holistic consulting practice to small business from which Excalibur Advisors was born on 3/1/24.


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