Taylor'd Financial Services - Lee's Summit, Missouri

Taylor'd Financial Services

Taylor'd Financial Services, located at 200 NE Missouri Rd, Lee's Summit, MO 64086, is a reputable financial consulting firm that has been serving clients in the area for several years. With a strong focus on providing personalized financial solutions, this company has earned a solid reputation among its clientele.

The team at Taylor'd Financial Services specializes in various aspects of financial planning and consulting. They offer a wide range of services, including investment planning, retirement planning, estate planning, and tax planning. Their expert advisors work closely with clients to understand their unique financial goals and help them develop customized strategies to achieve those goals.

In addition to their expertise, Taylor'd Financial Services is committed to providing exceptional customer service. They understand that dealing with financial matters can be stressful, so they strive to make the process as smooth and hassle-free as possible. Their friendly and knowledgeable staff is always ready to answer any questions and address any concerns their clients may have.

One of the standout features of Taylor'd Financial Services is their accessibility. They offer flexible appointment times to accommodate their clients' busy schedules. Moreover, their office is equipped with wheelchair accessible entrance and parking lot, ensuring that all clients can easily access their services.

With a 5/5 average rating based on 3 reviews on Google My Business, Taylor'd Financial Services has clearly made a positive impression on their clients. If you are looking for a reliable and experienced financial consultant in Lee's Summit, MO, Taylor'd Financial Services is definitely worth considering.

Key Details

• Address: 200 NE Missouri Rd, Lee's Summit, MO 64086
• Phone: 833-829-5673
• Website: taylordfinancialservices.com
• Specialties: Consultant
• Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot
• Opinions: This company has 3 reviews on Google My Business.
• Average opinion: 5/5

👍 Reviews of Taylor'd Financial Services

Wyatt M.

5/5

My wife and I found Taylor'd Financial Services through Dave Ramsey's Smartvestor Pros referral program. After meeting with other good local financial advisors and Brian Taylor we made the decision to go with Taylor'd and rolled over old 401Ks into IRAs.

We really liked everyone we spoke with. We didn't doubt the other Financial Advisors would do a good job with our investments. However, after meeting with Brian multiple times we knew he was the best choice for us. He stood out against the rest and this was not only noticed by me, but also by my wife. His level of engagement with us, his clear and concise explanation of how he will manage our portfolio, his competency, and honestly just the way he conducts himself gave us great confidence in making our decision to go with him.

Understandably 4 months is not enough time to properly grade a financial advisor's strategies and abilities, but we are already realizing good growth in our rollover IRAs. We believe that we are in great hands with the 25 years we have remaining until retirement. We feel confident that Brian is the best choice for us to maximize the growth of our retirement/investments as our wealth manager.

Luke M.

5/5

I had a great meeting with Brian the other day. My wife and I are excited about working with him. He encouraged us to get back to the baby steps (Dave Ramsey). We are rolling an IRA into the portfolio he suggested. I appreciate the way he looks me in the eyes when he talks to me. I can trust a man like that.

Breanna S.

5/5

I really appreciated that Mr Taylor gives advice with the clients best interest in mind! I appreciated our phone call and suggestions he gave and would for sure work with him again!