Insights

Posted on May 21, 2019

Debra Taylor, CPA/PFS, JD, CDFA, Owner of Taylor Financial Group, receives the Women’s Choice Award® as a recommended Financial Advisor by Women for Women

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As the leading advocate for female consumers, WomenCertified Inc. is pleased to announce that Debra Taylor, CPA/PFS, JD, CDFA, Owner of Taylor Financial Group, has received the Women’s Choice Award for Financial Advisors and Firms based on rigorous research, and 17 objective criteria.

The Women’s Choice Award is one recognition program for well-qualified financial advisors who are committed to the women’s market and serving their female clients. At least 1/3 of their clientele are women and achieving this award reaffirms that Debra Taylor has provided extraordinary service in addressing the financial needs of women and their families.

“I am beyond thrilled to win this award for the 7th straight year!  We work hard at serving all of our clients, especially our women clients, and it is an honor to be recognized year after year for our work ethic”, says Debra.

WomenCertified, originator of the Women’s Choice Award, was created by Delia Passi, the leading advocate for female consumers and former group publisher of Working Woman and Working Mother magazines. Delia has created the Women’s Choice Award for Financial Advisors in an effort to help women identify those advisors who are committed to providing quality service, and cutting their time in half when searching for the right financial advisor to cater to their financial needs. The award allows this elite group of advisors to showcase their commitment to the women’s market, while giving potential clients a starting point for entrusting their finances to an advisor.

Women influence an enormous amount of wealth around the globe. Recent studies indicate the following in regards to women and their finances:

  • $20 Trillion (27%) of the world’s total wealth is controlled by women. **
  • In the US alone, women exercise decision making control over $11.2 trillion; that is 39% of the nation’s estimated $28.6 trillion of investable assets. **
  • 75% of female wealth creators describe themselves as primary decision makers. **
  • Women consumers make the final decision for buying 91% of home purchases, 65% of the new cars, 80% of health care choices, and 66% of computers. ***

As the financial industry wakes up to the fact that a great majority of the female population are seeking advisors they can trust and greatly value financial security, WomenCertified Inc. has created the solution.  This powerful, national initiative distinguishes advisors who support female consumers in their quest for financial education.

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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. https://www.taylorfinancialgroup.com/

ABOUT WOMEN’S CHOICE AWARD
The Women’s Choice Award Financial Advisor Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a fee to participate in the Women’s Choice Award Financial Advisor Marketing Program. WomenCertified Inc., home to the Women’s Choice Award, awards businesses, brands and services based on high recommendation ratings by female consumers. The Women’s Choice Award represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more, visit www.womenschoiceaward.com.

**Source: Harnessing the Power of the Purse, by the Center for Talent Innovation 2014
*** Source: Women Dominate the Global Market Place; here are 5 keys to reaching them.
The Women’s Choice Award Financial Advisor program was created by Women Certified Inc. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
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