About Taylor Financial Group

Taylor Financial Group, LLC (TFG) is an independent wealth management firm located in Franklin Lakes, NJ that specializes in serving affluent women and their families, high net worth families, and small business owners. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide unbiased, comprehensive, and unique financial solutions to all of our clients.

We love what we do and are deeply committed to every single client. Because we serve less than 100 families, every client has a personal relationship with our team and they are all special to us.

Mission Statement: To guide our clients on their journey towards well-being and a prosperous life.

We view your wealth as a tool to help you get the things you want out of life.  Watch this short video to learn how spending versus savings can impact your long-term goals.

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Core Values

At Taylor Financial Group, we live by a set of Core Values that guide us in all of our decisions and actions.


IntegrityINTEGRITY

We truly value the relationships that we build with each of our clients, and will never recommend products or solutions that aren’t in our clients’ best interests.

 

 


PassionPASSION & TRANSPARENCY

We love what we do and are deeply committed to each and every one of our clients. For that reason, it’s important for us to communicate with you in a clear, straightforward way, giving our clients insight into why we make certain decisions and what the impact will be. Whether it’s disclosing all of the fees associated with your account, providing detailed trade notifications, or taking the time to discuss major economic events with you, we are proactive and intentional about educating clients through open and honest communication.


qualityQuality

We show our commitment to our clients, above all else, through constant research, collaboration, out-of-the-box thinking, and attention to detail.

 

 


serviceService Excellence

Our commitment to our clients is to always put their needs first, to provide them with the best possible wealth management experience, and to find ways to exceed their expectations.

 

 


funFun

“Love what you do and do what you love” – Ray Bradbury
“I never did a day’s work in my life. It was all fun.” – Thomas A. Edison
“It’s kind of fun to do the impossible.” – Walt Disney

We love our clients, and we love what we do.