Reviews
5(5 reviews)
Rating Distribution
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Nick Ramondo
via Google
10 months ago
Taylor has been invaluable in helping our family organize and consolidate our finances. He uses a holistic, organized, transparent approach tailored to our goals. What stands out most is his ability to provide financial guidance while considering the emotional aspect of large financial decisions. Since working with Taylor, we feel more confident about our family's financial health and can rest easy knowing he has our back. Highly recommend.
J
John Hubbardvia Google
almost 2 years ago
My wife and I started working with Taylor due to a long list of past bank and retirement accounts from previous jobs that needed to be consolidated and simplified. Taylor was great at making the process as simple as possible and getting our financials in order with a clear strategy to set us up for success for the future! Would highly recommend him for anyone looking to simplify and automate their financial life!
B
Brian Allenvia Google
about 2 years ago
Taylor has been a great investment advisor and I highly recommend working with him. My husband and I were previously with an advisor who only cared about the money that we had invested with the firm rather than our overall financial picture. Taylor has helped us holistically set ourselves up for success and is quick to answer any questions and provide sound guidance. As WA residents with some quirky laws, Taylor learned the state specifics quickly and provided guidance. We finally feel like real adults who have made it and aren't just throwing money at retirement accounts.
M
Mary McMenaminvia Google
over 3 years ago
We've been working with Taylor for over a year now, and we can't recommend him more--especially to people or families who are starting to plan and strategize their financial choices. We did a lot of research into people and companies that cater especially to this new-to-financial-planning group, and Taylor is offering a really special and underrepresented service. In particular, he's been a great partner in thinking through our financial goals, and he's really helped us understand and make decisions related to allocating money for retirement vs. savings, about choosing the right employee benefits, and about planning financially and legally for the long term. Taylor is super clear in his communication with us, and he's readily available when we need to chat outside our typical meeting schedule (e.g., when my husband started a new job). What's more -- he is prescriptive in his advice as he understands our goals and situation. He is very much an ally without any motive other than helping us meet our goals. We really couldn't recommend him more!
K
Keith Wallacevia Google
about 5 years ago
Working with Taylor has been excellent from the start. He helped me determine a concrete set of financial goals and start the process of reaching them. Throughout my time working with him, Taylor has been a wealth of information, he’s always willing to discuss my goals, answer any questions I have, and is proactive when there are improvements or adjustments that need to be made to help reach my goals. He’s been an excellent resource, a true professional, and has made a huge impact on my finances both in the short term and going forward. I’d highly recommend him to anyone looking for financial planning help.
