Excelcia Financial Group LTD

★★☆☆☆
  • 99 Almaden Blvd # 880

    San Jose, CA 95113

    Map & Directions
  • 408-261-3300

About Excelcia Financial Group LTD

Categories

Finance

Finance
More choices in San Jose:
Resultset_next

Westland Financial

5540 Almaden Expy San Jose, CA

Resultset_next

World Financial Group Inc

2369 Bering Dr San Jose, CA

2.0 1
Hi! Sign in to let us know how Excelcia Financial Group LTD was?
Write a Review
.

I don't recommend this place. Their suppose to be financial advisors are more of insurance salemen than financial advisors. I had an initial meeting with one of them, and while he does have knowledge about investing, he keeps insisting about buying an universal life insurance (which is a suck thing to do) and american express mutual funds (which he probably will get a kick back)

PROS:
CONS: Try to sale universial life insurance for commission money

2
★★☆☆☆

I don't recommend this place. Their suppose to be financial advisors are more of insurance salemen than financial advisors. I had an initial meeting with one of them, and while he does have knowledge about investing, he keeps insisting about buying an universal life insurance (which is a suck thing to do) and american express mutual funds (which he probably will get a kick back)

PROS:
CONS: Try to sale universial life insurance for commission money

Was this review helpful to you?
Ratings_icons Ratings_icons

 

Wait, you're the expert.

If you've been to or used Excelcia Financial Group LTD, leave a review.

It's easy, only takes a couple of minutes and you'll help thousands make an informed decision.



Write a Review