Taylor Financial
⭐5 ( 80 Reviews )
Address: 5321 Memorial Hwy, Tampa, FL 33634, USA
Overview of Taylor Financial
Taylor Financial is located at 5321 Memorial Hwy, Tampa, FL 33634, USA and is recognized for its dependable service and commitment to quality. With a solid 5-star rating from 80 reviews, many customers have shared positive experiences and trust in what the business provides.
The team at Taylor Financial focuses on making sure every customer is satisfied. They aim to offer helpful support, clear communication, and reliable service every step of the way. Whether you’re reaching out for the first time or coming back for more, they’re always ready to assist.
To learn more or speak with someone directly, you can call Taylor Financial at +1 813-461-4001. You can also visit their website at http://www.taylorfinancial.com/ for more information about what they offer.
Locations & Maps
Address: 5321 Memorial Hwy, Tampa, FL 33634, USA
Contact Info:
Reviews
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Operating Hours:
- Monday: 8:00 AM – 5:00 PM
- Tuesday: 8:00 AM – 5:00 PM
- Wednesday: 8:00 AM – 5:00 PM
- Thursday: 8:00 AM – 5:00 PM
- Friday: 8:00 AM – 5:00 PM
- Saturday: Closed
- Sunday: Closed
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I have been with Taylor Financial for about a year. The whole team is super professional and client oriented. They quickly help me consolidate all my accounts and their tools let me link other accounts for a holistic view off my net worth. Adam and Mike provided timely and relevant advice that added value to my portfolio as well as gave me a plan for retirement and my financial future. Angi was invaluable during my transition as well. I am incredibly happy with the service and support the Taylor Financial has provided to me and my family.
I highly recommend for clients looking for a local, personalized approach to investing. They’re very responsive and user friendly, and their wealth management portal is on par with national level investment firms. I’ve used Edward Jones and T. Rowe Price previously, and much prefer using Taylor Financial for the ease of access and not having to navigate a large firm every time I want to do something simple.
Moved my retirement and other assets to Taylor Financial in July 2024 and could not be happier. Adam, Angie, Alix, and all others in the office have been incredibly responsive and helpful with any questions or needs I’ve had. If you’re looking for a great financial planning firm, I highly recommend Taylor Financial.
I absolutely love working with Adam, Mike and the entire Taylor Financial team. While I’ve been working with them for nearly a decade, my only regret is that I didn’t find them sooner. They always provide solid recommendations that are in my best interest and offer no judgment if I choose otherwise Their support team is always “on it” and are extremely responsive and engaged. Angie is the secret weapon and always make it happen, whatever it is! I look forward to the next decade with Taylor Financial!
We’ve been working with Taylor Financial for my investments and 529 accounts for several years, and we couldn’t be more impressed with their service. From the very beginning, they took the time to understand our financial goals and tailored a strategy that aligns perfectly with our long-term plans. Their expertise and attention to detail have given us complete confidence in how our money is being managed.
The team is incredibly responsive and always available to answer any questions I have, no matter how small. They’ve also done an outstanding job helping us navigate the complexities of 529 accounts, ensuring that our children’s education savings are on track.
If you’re looking for a knowledgeable, trustworthy, and dedicated financial advisor, Taylor Financial is the way to go. Highly recommend!