Our process utilizes the full planning toolkit to help you implement the right solutions.
Our process utilizes the full planning toolkit to help you implement the right solutions.Let’s Connect
We provide a wide array of solutions, beginning with a thorough analysis of your current policies, investments, and goals.
With access to teams of tax attorneys, CPAs, and financial services professionals, our research and methodology is updated to account for a continually changing tax and regulatory environment. The breadth of services we specialize in allows us to find a tailored solution for each clients’ needs.
We are a full service financial services practice located in Pasadena, California. Collectively, we have over 60 years of experience helping people achieve their goals.
By forging lasting relationships with our clients, we help them through all the ups and downs of life and business. We serve families, individuals, business owners, athletes, and celebrities.
Our mission is to equip clients with the information needed to make educated decisions about their financial well-being. Upon performing a thorough analysis of each clients’ individual financial situation, only then do we provide the appropriate solutions to help you accomplish your financial goals.
Client relationships and integrity are central to our values. Our goal is to always put the clients’ needs and objectives above anything else, while providing them with forward-thinking solutions to help ensure a positive experience.
Our philosophy is to focus on finding solutions rather than selling products. We believe this approach helps us better guide the client to not only achieve their vision and goals, but to make them aware of other possibilities not on their radar.
9:00 AM - 6:00 PM PST — Monday through Friday
Investment services and securities products are offered through First Financial Equity Corporation (“FFEC”), member FINRA/SIPC. Certain associates of Taylor Insurance and Financial Services are securities licensed through FFEC. Taylor Insurance and Financial Services is not a registered broker-dealer or investment adviser. FFEC and Taylor Insurance and Financial Services do not provide tax, accounting or legal advice and you are advised to consult with your tax, accounting or legal professional. Investments in securities entail risks, including the possible loss of principal. Past performance is not indicative of future results. Taylor Insurance and Financial Services and related companies offer insurance products and is not affiliated with FFEC.
This communication is strictly intended for individuals residing in the states of (AK, AZ, CA, DC, FL, GA, ID, IL, IN, KY, LA, MD, MI, MO, MS, MT, NC, ND, NJ, NY, PA, SD, TN, TX, UT, VA, WA). No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.