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Taurus Financial
Taurus Financial: Asesoramiento experto en compensación en acciones, planificación fiscal y orientación de inversiones.
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Business
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Taurus Financial: Asesoramiento experto en compensación en acciones, planificación fiscal y orientación de inversiones.
Ubicado en 1 Evertrust Plaza, Suite 305, Jersey City, NJ 07302, Taurus Financial ofrece asesoramiento financiero experto con un enfoque en compensación en acciones y planificación fiscal. Los clientes destacan su profundo conocimiento de las opciones sobre acciones ISO/NSO, planes 401(k) y escenarios fiscales complejos. El equipo recibe elogios por su capacidad de respuesta, ayudando a los clientes con inversiones, seguros y notas estructuradas personalizadas adaptadas a sus necesidades individuales.
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Análisis detallado y estrategias para opciones sobre acciones (ISO/NSO), el momento de ejercicio y resultados financieros adaptados a empleados del sector tecnológico.
Planificación fiscal integral para maximizar los ahorros, incluidas sugerencias orientadas al futuro y modelado de escenarios complejos.
Gestión de inversiones personalizada con experiencia en inversiones alternativas y notas estructuradas para hacer crecer su cartera.
Asesoramiento experto sobre las necesidades de seguros para proteger sus activos y brindar seguridad financiera.
Asistencia con planes 401k y estrategias de jubilación para garantizar estabilidad financiera y crecimiento a largo plazo.
Calificación general
Roger Shen
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.
Yi Han Coogan
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!
Tianran Li
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.
Joe X
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!
Qiuyao Lu
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.
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