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Dennis J Taylor - FINANCIAL ADVISOR in Midland, MI

Dennis J Taylor

FINANCIAL ADVISOR

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Dennis James TaylorFinancial AdvisorCERTIFIED FINANCIAL PLANNER™*I have been in financial services since 2002, working for Edward Jones, Morgan Stanley and Smith Barney. I am a member of the Knights of Columbus, Lions Club and the Nor...... Show More
Location & Business Hours
Business Hours
Wed
8 AM to 4:30 PM
Thu
8 AM to 4:30 PM
Fri
8 AM to 4:30 PM
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Reviews from Web
  • 1.0
    google
    D
    D
    Posted on October 25th, 2024 12:00 AM
    Dennis is just in a rush to get you in and out. Not really looking to help you
  • 1 of 1
    About
    Dennis James TaylorFinancial AdvisorCERTIFIED FINANCIAL PLANNER™*I have been in financial services since 2002, working for Edward Jones, Morgan Stanley and Smith Barney. I am a member of the Knights of Columbus, Lions Club and the Northeastern Michigan Estate Planning Council.I have obtained my bachelor's degree from Saginaw Valley State University and a Master of Business Administration from Central Michigan University. I focus on helping clients plan for retirement. Everyone's economic and life situation is unique, and I keep that in mind when providing financial advice. I believe a financial strategy must reflect your personal situation, and once in place, we will continue to work together to review your achievements against your goals.If you ever have questions about your strategy or about specific financial products, contact me and we can set up a time to review your needs and address your questions.* The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
    Specialities
    Retirement Savings Strategies
    Wealth Strategies
    Estate & Legacy Strategies
    65
    /850
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    FAQs
    Here are some Frequently Asked Questions about Dennis J Taylor
    What organization is Dennis J Taylor associated with?
    Dennis J Taylor is associated with Edward Jones.
    What is Dennis J Taylor’s work email address?
    Dennis J Taylor’s professional email address is d***********r@e**********.com. You can also email Dennis J Taylor by clicking on the contact Dennis J Taylor.
    Where is Dennis J Taylor based out of?
    Dennis J Taylor’s primary location is Midland, MI.
    What is Dennis J Taylor's phone number?
    Dennis J Taylor's phone number is (989) 835-1231
    What is Dennis J Taylor's title??
    Dennis J Taylor is a FINANCIAL ADVISOR.