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.

July 20, 2024

9 – 4 pm (Mon-Thurs)

9 - 12 pm Friday

1314 Lincoln Av 2A

San Jose, CA 95125

+1 (408) 564 7690

Working everyday with firms across the world

We provide independent, expert advice.

The very best guidance from our knowledgable, friendly team

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 always rely on Broker to deliver.

Melanie Watkins, Consultant

Friendly and Professional

The optimum approach with your money

Our Investment Committee brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice.

Diverse Approaches

We have over 20 years experience providing expert financial advice.

Flexible Team

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

Results Based

Our financial specialists ensure you get the optimum results.

What we Offer

We invest in the development of thought leadership to enhance our reputation in the marketplace, define and extend our brand, and bolster our reputation for innovation. Our goal is to draw upon research and experience from throughout our professional services organization, and that of coauthors in academia and business.

About Broker

The Global International Review (GIR) lists Broker as one of the top consultancies in the world and has done so every year since our foundation in 2004. We provide independent advice based on established research methods, and our experts have in-depth sector knowledge. Discover how we can give you the bigger picture with insights into a changing market.

“The results were clear, professional, and persuasive, and the investors and advisors who have seen the materials loved them. They know what investors want!”

John O’Grady, CFA

Our Partners

Latest News

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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.

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