Taurus Financial cover
TF

Taurus Financial

Taurus Financial: Expert equity compensation, tax planning, and investment guidance.

5(5 reviews)
$$$
DirectionsCallWebsite

About

Located at 1 Evertrust Plaza Suite 305, Jersey City, NJ 07302, Taurus Financial provides expert financial guidance with a focus on equity compensation and tax planning. Clients highlight deep knowledge of ISO/NSO stock options, 401(k) plans, and complex tax scenarios. The team is praised for responsiveness, helping clients with investments, insurance, and customized structured notes tailored to individual needs.

Photos

Taurus Financial
1 / 1

Location

1 Evertrust Plaza Suite 305, Jersey City, NJ 07302, USA

Get directions
Information
Jersey City, NJ, 07302
(201) 500-6322www.taurus-fin.com/

Is this your business?

Claim Taurus Financial to manage your storefront, respond to reviews, and receive customer leads.

Services

Equity Compensation Planning

Detailed analysis and strategies for stock options (ISO/NSO), exercise timing, and financial outcomes tailored to tech employees.

Tax Planning Services

Comprehensive tax planning to optimize savings, including future-oriented suggestions and complex scenario modeling.

Investment Advisory

Personalized investment management with expertise in alternative investments and structured notes to grow your portfolio.

Insurance Solutions

Knowledgeable guidance on insurance needs to protect your assets and provide financial security.

Retirement Planning

Assistance with 401k plans and retirement strategies to ensure long-term financial stability and growth.

5.00 · 5 reviews

Overall rating

5
5
4
0
3
0
2
0
1
0
R

Roger Shen

via Google
· 10 months ago

I have been a client with Taurus Financial for many years. They are the most knowledgeable advisors I've ever worked with, especially when it comes to helping technology company employees. Their expertise in equity compensation and tax planning is unmatched. They also helped me create customized structured notes tailored to my needs.

Y

Yi Han Coogan

via Google
· 1 year ago

Tina has helped me with both my investment and insurance needs. She's incredibly knowledgeable and technical in this space, and she’s built a fantastic team that responds to emails and calls super quickly. I’d gladly recommend her to all my friends!

T

Tianran Li

via Google
· 1 year ago

I've been a client of Taurus for over 5 years. They’re the most professional and knowledgeable investment advisory team I’ve ever worked with—especially when it comes to complex tax planning and alternative investments.

J

Joe X

via Google
· 2 years ago

I recently worked with Yisha and Tina to figure out my stock compensation for exercising my ISO and NSO. They gave me super detailed scenarios with different exercise timings and considered the time value of money and opportunity cost. Their analysis was thorough and easy to understand, helping me see the financial outcomes of each option clearly. If you need help with stock compensation, I highly recommend Yisha and Tina. They're knowledgeable and really great to work with!

Q

Qiuyao Lu

via Google
· 3 years ago

I have used a few different financial advisors in the past, but Taurus Financial stands out as the most knowledgeable. They are very familiar with my company's 401k plan and equity compensation structure. They also provided me with a lot of helpful tax planning suggestions for the future. I highly recommend their planning services.

More businesses like this