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Dean Taylor BA, CPA, CMA
Senior Financial Advisor
THANKS FOR THE FINE JOB YOU AND YOUR STAFF HAVE DONE IN DIFFICULT TIMES.
THANKS FOR NOT LISTENING TO ME! I'M SO GLAD THAT YOU HELPED ME MANAGE A VERY CHALLENGING AND VOLATILE PERIOD AND THAT I STAYED INVESTED.
THANKS FOR TODAY GUYS; EXCELLENT PRESENTATION, RIGHT LEVEL, WELL PREPARED AND DELIVERED. I SEE THAT THERE WAS EFFORT TO GENERATE THIS CUSTOMIZED DATA, IT WAS APPRECIATED.
I LOVE YOU GUYS AND FEEL LIKE MY FINANCIAL SECURITY IS IN GOOD HANDS. YOU HAVE A GREAT TEAM!
We have used the services of Dean & his team for over 7 years. His advice in the realms of financial investments and retirement & estate planning has been honest, easily understood and successful. We recommend Dean to all those who seek peace of mind in his areas of expertise.
We believe that finding the right personal fit is mandatory for a productive relationship. We believe you need an advisor to whom you can relate, an advisor you trust, and who invests the time to understand your family's specific goals. You deserve no less.
Our focused and integrated team approach allows us to provide high net worth families and businesses with a unique, one stop wealth advisory experience. All of your wealth management needs can be addressed through a single point of contact.
You receive customized service, tailored solutions and personal attention. We work closely with you to understand your current needs and your goals for the future. Then we formulate a plan to get you there, and we are there for you every step of the way.
Our aim is to improve and simplify your life through effective and coordinated wealth management services.
To achieve this outcome, we focus on the following key principles:
Focusing on a smaller niche client base, which allows us to be deeply involved, and supported by a team of professionals including lawyers, accountants, investment analysts and tax professionals, we can offer sound guidance on practically any financial issue or question you may have, and help you build the future you desire.
We can help with:
If you are looking for personalized financial solutions that will simplify and enhance your life, please contact us for a confidential consultation.
This is why we're here.