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TAYLOR, BERNARD

TAYLOR, BERNARD

Description

How does the advisor help clients – Key Takeaways:

Taylor, Bernard is a highly experienced and knowledgeable financial expert who provides valuable guidance and services to clients. He has a strong understanding of the financial industry and uses his expertise to help clients achieve their financial goals.

Facts and Insights:

Taylor, Bernard has been a financial advisor for over 20 years and has a deep understanding of various financial markets and investment strategies. He stays updated on industry trends and market changes in order to provide the best advice to his clients.

He believes in open and honest communication with clients and takes the time to understand their individual needs and goals. He believes in creating customized financial plans that align with his clients’ values and objectives.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$50 million 2 20 years

Financial Services Offered:

Taylor, Bernard offers a wide range of financial services to his clients, including:

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning
  • Education planning

Client Types:

He serves a diverse group of clients, including high net worth individuals, families, and small business owners. He also works with clients from different industries and backgrounds, allowing him to gain valuable insights and perspectives.

Fees & Compensation:

Taylor, Bernard offers fee-only services, which means he does not receive any commissions or incentives from financial products he recommends. This allows him to provide unbiased and objective advice to his clients.

His fees are based on a percentage of assets under management, ensuring that his interests are completely aligned with his clients’ interests. He is transparent about his fee structure and any potential costs associated with his services.

Background:

Taylor, Bernard has a Bachelor’s degree in Finance and multiple certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He has also completed numerous industry courses and trainings to stay updated on industry best practices and regulations.

He has worked with clients from various backgrounds and financial situations, allowing him to understand and cater to different needs and objectives. He has a reputation for being a trustworthy and reliable advisor among his clients and peers.

Financial Advisor Disclosures to Know:

As a highly ethical and responsible financial advisor, Taylor, Bernard is committed to following all industry regulations and guidelines. He provides full disclosure of any potential conflicts of interest and ensures that his clients have a clear understanding of all fees and potential risks associated with his services.

Company Information

Main Office

Mail Office

Other Information

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