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Excalibur Financial Services, LLC Employee Directory

Financial ServicesFlorida, United States0-1 Employees

Excalibur Financial Services, LLC is a financial services firm based in Jacksonville, Florida. It serves affluent individuals, including business owners, executives, medical professionals, and retirees, coordinating with a network of professionals such as CPAs, attorneys, bankers, and investment and insurance brokers. As a small firm, it manages capital across traditional and alternative investments with a disciplined, long-term approach that emphasizes diversification and risk management.

Its services are designed to help clients meet financial objectives across accumulation, transitions and retirement, and wealth transfer through asset management. The firm's process follows five steps: analyze the current position, plan a diversified portfolio, formalize an investment policy, implement the strategy, and monitor the portfolio.

Find Excalibur Financial Services, LLC employees' phone numbers or email addresses

Excalibur Financial Services, LLC Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Excalibur Financial Services, LLC's Leadership

  • Stylized image of a person
    G. M.
    Owner
    Mobile Phone
  • Stylized image of a person
    C. M.
    Affiliate Service Coordinator
    Mobile Phone

Excalibur Financial Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Excalibur Financial Services, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    G. M.
    Owner
    Mobile Phone
    Jun 03, 2026
  • Stylized image of a person
    C. M.
    Affiliate Service Coordinator
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Excalibur Financial Services, LLC known for?

Minus sign iconPlus sign iconExcalibur Financial Services, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-904-619-****
. Explore Excalibur Financial Services, LLC's company overview page for more information.

What is Excalibur Financial Services, LLC's most common email format?

Minus sign iconPlus sign iconExcalibur Financial Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Excalibur Financial Services, LLC email formats with LeadIQ.

How many employees does Excalibur Financial Services, LLC have currently?

Minus sign iconPlus sign iconExcalibur Financial Services, LLC has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Excalibur Financial Services, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Excalibur Financial Services, LLC's key employees include:

  • Owner: G. M.
  • Affiliate Service Coordinator: C. M.

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