Helping to Guide Your Way

You need a partner through the ups and downs of the market.

Experience Counts

The #1 reason to trust Excalibur Financial Services with your financial future.

Financial Freedom

An attainable goal you can reach - let us show you how.

Our Home

A big city feel with small town personality.

Experience and Expertise
The building blocks of success

Our knowledgeable team has over 45 years of combined experience
in the financial planning and wealth management marketplace.

History

Started by Gary Marsh, Excalibur Financial Services provides the best financial services in the marketplace.
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Services

From estate planning to portfolio management, we offer a diverse number of professional services.
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Staff

We have a highly qualified staff with exceptional knowledge and industry certifications.
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Let Excalibur be your trusted financial partner.

Let’s meet face-to-face to discuss your personal financial goals.

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.
Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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