Taylor Financial Management Inc.
Taylor Financial Management Inc. (CRD# 121131) is a financial advisory firm headquartered in Bexley, OH. They manage $23,783,000 in 58 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts58ACCOUNTS
Average Account Value$410,052
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
James Taylor (CRD# 1432404) is an Investment Advisor Representative working at Taylor Financial Management Inc. in Bexley, OH and has over 30 years of experience in the finance industry. James Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.