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November 2023 by Travis Decker
This is a great place to work at and grow.
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June 2023 by Shannon Dauksza
These folks are the absolute best!!
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January 2023 by Tracy Margott
I moved my accounts to Excelsior Wealth Partners earlier this year to follow Russell Stout. I am a tentative investor and Russell is very good at being patient with my questions and when I need reassurance. It is clear that my accounts have been very well managed as Russell was actually able to grow them during a global pandemic and subsequent market downturn.I highly recommend Russell and Excelsior !
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November 2022 by joseph hradil
I recommend them highly. They build your wealth while limiting your risk to a level you’re comfortable with.
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March 2022 by ross Tibbitts
As a new client the transition to Excelsior has been flawless, Thank youRussell for taking an interest in my success.
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March 2022 by Sue Russell
Always prompt replies to any questions I have. Great personal interaction with Russell and Jessica!
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March 2022 by Nicole Canavan, PT
The best there is! Thank you
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March 2022 by Julie Russo
Kevin And Matt are always just a call away if we have questions. Kevin meets with us regularly to discuss our accounts either at our home or their beautiful office. They offer customer appreciation. events twice a year that are very nice.
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March 2022 by Korrie Higgins
Russell S has made my experience with investing very positive and the love and respect that he has given my parents during the past ten years being their financial advisor is nothing less than exceptional. Thank you Russell!
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March 2022 by Joan Bazan
Kevin Christopher changed my life. Following his advice I am now able to live comfortably in a senior community. The investments pay for service and maintenance fees, while my money still grows. I now have financial stability and sleep very well at night
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March 2022 by Christine McGlynn
I want too thank russell stouts for his experience. I have just retired. he been fantastic , he been guiding me before and after my retirement. I feel knowing that i can enjoy my retirement for many years........thank russ!!!!!....THOMAS McGLYNN
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March 2022 by robert coffin
Robert and Janice Coffin. Russell Stout is our long standing trusted advisor. He is excellent and highly recommended!
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March 2022 by Dale Amidon
Very pleased with EWP, Matt Dauksza is readily available to answer all our questions and assist with transferring our assets over. Looking forward to a long relationship with EWP... Thank you Matt!
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March 2022 by Ben Casey
Matt and the guys are first class. I enjoy the in person meetings especially at my place of work. No apprehensions what so ever making the switch. I have texted with Matt on multiple occasions after hours or on a weekend. Who does that.
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March 2022 by Peg Jacobsen
Russell Stout has been financial advisor to my husband and I for many years and has always provided us with excellent service and advice.
