About Me

Top Insurance Agent in Pleasanton

Picking the correct risk management approach can have a major impact on your personal or professional bottom line. To thrive in the business industry, you need a trusted insurance agent. This is where Excelsius Insurance comes in. We help you manage your risks and protect what matters to you. Based in Pleasanton, we're committed to optimizing your risk management approach for you, your family, and your business. Call us today on +19564597222, and let us handle your risk management strategies.

Our Staff

Our staff are qualified to handle all your insurance needs promptly and effectively. Our agency has been built on the back of our enduring relationships, strong ethics, and what we believe in - the undeniable passion to serve our clients better. The future of your business matters to us, and we have the knowledge, understanding, and expertise to help you succeed. Contact our experienced customer care to discuss the best risk management approach that suits your business.

Our Advisory Services

We are passionate and committed to providing you with high-quality services, such as your investment management, legacy planning, income tax preparation as well as estate planning. We possess the expertise and professionalism as well as the technical knowledge and licenses to conduct business with the public. We employ fully certified financial advisors who possess the necessary credentials, experience, and commitment to working on behalf of our clients.

Amenities

Wheelchair accessible
Free consultation
24/7 availability

Send a Message

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Areas Covered

Texas