Terms and Conditions

Effective Date: 6/23/25

1. Introduction

Welcome to Excel Wealth LLC (“Company,” “we,” “our,” or “us”). These Terms and Conditions (“Terms”) govern your use of our services, website, and any other interactions you may have with us. By engaging with Excel Wealth LLC, you agree to be bound by these Terms.

2. Contact Information

If you have any questions or concerns, you may contact us at:

Name: Joseph McNally
Email: jmac5512@gmail.com
Company: Excel Wealth LLC

3. Services

Excel Wealth LLC provides [insert a brief description of services—e.g., financial advisory, wealth management, etc.]. The scope and availability of services may change at any time without notice.

4. Eligibility

By using our services, you represent that you are at least 18 years old and legally capable of entering into binding contracts.

5. No Guarantee or Warranty

All services provided are offered “as is” and “as available.” We make no guarantees as to the outcome of any financial or wealth planning services. Results may vary and depend on numerous factors outside of our control.

6. Limitation of Liability

To the fullest extent permitted by law, Excel Wealth LLC and its representatives, including Joseph McNally, shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of our services.

7. Client Responsibilities

Clients are responsible for providing accurate and complete information required to deliver appropriate services. Failure to do so may impact the quality and effectiveness of our recommendations.

8. Intellectual Property

All content and materials provided by Excel Wealth LLC are the intellectual property of the company and may not be copied, distributed, or used without express written consent.

9. Governing Law

These Terms are governed by the laws of the State of [Insert State], without regard to its conflict of law principles.

10. Amendments
We reserve the right to update or modify these Terms at any time. Updates will be effective upon posting. Continued use of our services constitutes acceptance of the revised Terms.