What departments does Excelsior Wealth Partners have?

Excelsior Wealth Partners has employees across 1 departments including Finance.

What is the largest department at Excelsior Wealth Partners?

The largest department at Excelsior Wealth Partners is Finance with 4 employees.

Where are Excelsior Wealth Partners employees located globally?

Excelsior Wealth Partners has employees across 1 continents and 1 countries including United States Of America.

How has Excelsior Wealth Partners's team size changed over time?

Excelsior Wealth Partners's team has remained stable from approximately 12 to 12 employees based on available data.

Excelsior Wealth Partners Employee Directory

Financial ServicesNew York, United States11-50 Employees

Excelsior Wealth Partners is a financial services firm based in Syracuse, New York. It emphasizes understanding clients’ needs and goals to tailor personal finance strategies that may improve their daily lives and establish a foundation for retirement.

The firm describes its service approach as personalized, addressing retirement planning challenges and offering guidance for wealth building, family protection, and asset preservation. A team of professionals with extensive experience supports clients, and disclosures are available on the firm's website.

Excelsior Wealth Partners Global Highlights

North America
18

United States Of America
18

Excelsior Wealth Partners's Leadership

M. D. C.
Ceo
Mobile Phone
Email
M. D.
Chief Executive Officer
Mobile Phone
Email
M. C.
President
Mobile Phone
Email
R. S.
Senior Wealth Partner
Mobile Phone
Email
K. C.
Vice President
Mobile Phone
Email
L. C. G.
Wealth Manager
Mobile Phone
Email
R. R.
Wealth Manager At Excelsior Wealth Partners
Mobile Phone
Email
J. J. M.
Certified Financial Planner™ | Wealth Manager | Financial Advisor
Mobile Phone
Email

Excelsior Wealth Partners Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Excelsior Wealth Partners

Name

Title

Contact Info

Location

Last Update

L. K.
Executive Coordinator
Mobile Phone
Email
United StatesNew York
Oct 18, 2025
C. G.
Financial Advisor
Mobile Phone
Email
United StatesNew York
C. G.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Oct 21, 2024
J. D.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Jun 08, 2026

Frequently Asked Questions

What is Excelsior Wealth Partners known for?

Excelsior Wealth Partners was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 225 Wilkinson Street Syracuse, New York 13204 United States; you can contact the main corporate office by phone at

+1-315-303-****

. Explore Excelsior Wealth Partners's company overview page for more information.

What is Excelsior Wealth Partners's most common email format?

Excelsior Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Excelsior Wealth Partners email formats with LeadIQ.

How many employees does Excelsior Wealth Partners have currently?

Excelsior Wealth Partners has approximately 14 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Excelsior Wealth Partners's key employees and leadership?

As of June 2026, Excelsior Wealth Partners's key employees include:

Ceo: M. D. C.
Chief Executive Officer: M. D.
President: M. C.
Senior Wealth Partner: R. S.
Vice President: K. C.

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Excelsior Wealth Partners Employee Directory

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Excelsior Wealth Partners Global Highlights

North America
18

Excelsior Wealth Partners's Leadership

Excelsior Wealth Partners Employee Metrics

Contact profiles from Excelsior Wealth Partners

Frequently Asked Questions

What is Excelsior Wealth Partners known for?

What is Excelsior Wealth Partners's most common email format?

How many employees does Excelsior Wealth Partners have currently?

Who are Excelsior Wealth Partners's key employees and leadership?

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What you can expect from LeadIQ:

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Excelsior Wealth Partners Employee Directory

Find Excelsior Wealth Partners employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Excelsior Wealth Partners Global Highlights

North America18

Excelsior Wealth Partners's Leadership

Excelsior Wealth Partners Employee Metrics

Contact profiles from Excelsior Wealth Partners

Frequently Asked Questions

What is Excelsior Wealth Partners known for?

What is Excelsior Wealth Partners's most common email format?

How many employees does Excelsior Wealth Partners have currently?

Who are Excelsior Wealth Partners's key employees and leadership?

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
18

Everything for prospecting,
in one platform.