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).

Current Firm Details
2700 E. Main Street, #105, Bexley, OH 43209
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $410,052
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Taylor Financial Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James Taylor, financial advisor Bexley OH
James H. Taylor
CRD#: 1432404
2700 E. Main Street, Bexley, OH 43209
96
Wealthminder
score

James Taylor (CRD# 1432404) is an Investment Advisor Representative working at Taylor Financial Management Inc. in Bexley, OH and has over 31 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.

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