9 – 4 pm (Mon-Thurs)

9 - 12 pm Friday

1314 Lincoln Av 2A

San Jose, CA 95125

+1 (408) 564 7690

Welcome to Excel Trust Deed Investments, Inc. formerly known as Excel Financial.

November 12, 2024

9 – 4 pm (Mon-Thurs)

9 - 12 pm Friday

1314 Lincoln Av 2A

San Jose, CA 95125

+1 (408) 564 7690

Expert Financial Advice

With over 20 years of experience we’ll ensure
you always get the best guidance.

Our Services
Contact Us Today

Investment Guidance

We bring decades of proven industry expertise
in driving our investment approach.

Our Services
Contact Us Today

Friendly Assistance

We’re famous for our friendly, personal help
with every area of your financial affairs.

Our Services
Contact Us Today

Financial Planning

We understand you’re saving for all different life events: retirement, a house or simply to build wealth.

Bonds

Bonds are a good pick as part of a diverse investment strategy – they offer solid growth in the long-term.

Retirement

No matter where you want your retirement savings to take you, it’s quick and easy to set up a pension.

What we Offer

We provide expert financial advice. With over 20 years of experience we’ll ensure you’re getting the best guidance from the smartest people in the industry. For businesses and individuals, you can rely on Broker to deliver.
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About Us

We have over 20 years of experience providing expert financial advice for both businesses and individuals. Our Investment Committee brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The committee ensures our investments are best in class, combining substantiated research with the most effective investing tools available today.

Frequently Asked Questions

What kind of financial advice do you give?

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Do you offer individually tailored investment plans?

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How would I go about planning for my retirement?

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Helping Small Businesses just like yours

25

Employees

3

Locations

100

% Satisfaction

Why Choose Us?

Experienced

We have over 20 years experience providing expert financial advice.

Vibrant

A young, enthusiastic team of advisors are always here to help.

Professional

Our financial specialists ensure you get the optimum results.

Testimonials

Here’s what just some of our clients have said

Their advice and support has been first class, I can’t thank them enough for how they helped.

John Walsh — Columbus, Ohio

My firm has been greatly helped by the excellent work from Broker, you won’t be disappointed.

Nadia Lopez — Heuston, Texas

For financial assistance I can’t recommend Broker enough, I’ve been delighted by the outcome.

Jack Maguire — Manhattan, New York

Broker has been marvelous for my business, their professionalism has been exemplary.

Louise Smith — LA, California

For expert financial advice you can trust Broker

Our Partners

Request a Call Back

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.

For Businesses: Do you have questions about how Broker can help your company? Send us an email and we’ll get in touch shortly, or phone 1800 234 567 between 07:30 and 19:00 Monday to Friday — we would be delighted to speak.

Note: Your details are kept strictly confidential as per our Privacy Policy.

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