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Investments

Why trust The Taylor Agency with your financial and investment needs? Simply put - integrity. The Taylor Agency has been in business for more than 25 years and is staffed with qualified, dedicated and educated professionals. We pride ourselves in excellent customer service and always have your best interest in mind. We understand that each individual has unique investment needs and work with you to establish a plan to fit your personal goals. It is a priority for us to meet regularly to review your investment performance in accordance with your goals. The bottom line, when you join The Taylor Agency family you can be sure of these principles: dedication, experience and integrity.

We focus on the following investment services:

Investment services with The Taylor Agency

  • Annuities - Fixed, Variable, and Indexed
  • IRA's - Traditional, Roth, Educational
  • Pensions - 401k Plans, SEP plans, SIMPLE plans
  • Mutual Funds
  • Stocks and Bonds
  • Retirement Planning
  • College Planning
  • Financial Planning and Strategies
  • Tax Planning
  • Trust Planning
  • Estate Planning