Taylor'd Financial Services
200 Northeast Missouri Road, Lee's Summit, Missouri, United States
About the Taylor'd Financial Services
Taylor'd Financial Services is a reputable institution located at 200 Northeast Missouri Road in Lee's Summit, Missouri. As part of the Taylor'd Financial Group, they have office locations throughout the Kansas City metro area for the convenience of their clients. Whether you are just starting the financial planning process or looking to enhance your current financial strategies, Taylor'd Financial Services is here to help. By appointment only, they also have a location at 28 Westwoods Dr in Liberty, MO. Contact them today to schedule a meeting and see how they can assist you in achieving your financial goals.
200 NE Missouri Rd, Lee's Summit, MO 64086, United States
Reviews of Taylor'd Financial Services
"My wife and I found Taylor'd Financial Services through Dave Ramsey's Smartvestor Pros referral program. After meeting with other good local financial advisors and Brian Taylor we made the decision to go with Taylor'd and rolled over old 401Ks into IRAs. We really liked everyone we spoke with. We didn't doubt the other Financial Advisors would do a good job with our investments. However, after meeting with Brian multiple times we knew he was the best choice for us. He stood out against the rest and this was not only noticed by me, but also by my wife. His level of engagement with us, his clear and concise explanation of how he will manage our portfolio, his competency, and honestly just the way he conducts himself gave us great confidence in making our decision to go with him. Understandably 4 months is not enough time to properly grade a financial advisor's strategies and abilities, but we are already realizing good growth in our rollover IRAs. We believe that we are in great hands with the 25 years we have remaining until retirement. We feel confident that Brian is the best choice for us to maximize the growth of our retirement/investments as our wealth manager."
"I really appreciated that Mr Taylor gives advice with the clients best interest in mind! I appreciated our phone call and suggestions he gave and would for sure work with him again!"
"I had a great meeting with Brian the other day. My wife and I are excited about working with him. He encouraged us to get back to the baby steps (Dave Ramsey). We are rolling an IRA into the portfolio he suggested. I appreciate the way he looks me in the eyes when he talks to me. I can trust a man like that."
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