Insights

Posted on March 11, 2020

Taylor Financial Group, LLC and Debra Taylor, CPA/PFS, JD, CDFA, Receives the 2020 Five Star Award® for Providing Outstanding Service

News

Debbie Taylor’s 2020 Five Star Wealth Manager Award will be featured in The Wall Street Journal in a special section on February 26th, 2020. Debbie was named a Five Star award winner in January of 2020. By earning this honor, Debbie has shown an outstanding commitment to clients.

As such, it is an honor to announce that Debra Taylor, CPA/PFS, JD, CDFA, and Taylor Financial Group, LLC has earned the Five Star Wealth Manager Award, demonstrating a strong commitment to providing exemplary services to all her clients.

We are pleased to announce Five Star award winner Debra Taylor ’s appearance in The Wall Street Journal in a special section for February 26th, 2020. Debra was named a Five Star award winner in January of 2020. By earning this honor, Debra has shown an outstanding commitment to clients. Please look for Debra in the Wall Street Journal, and our congratulations on this recognition. The Five Star Wealth Manager award is based on objective research criteria. Five Star Professional’s research team evaluates candidates from across major markets annually on ten criteria associated with outstanding service. Each of our award winners has shown a commitment to clients, strong industry credentials and has been evaluated on the quality of his or her practice. Debra Taylor has met these criteria and has been honored with the 2020 Five Star Wealth Manager award.

###

ABOUT TAYLOR FINANCIAL GROUP, LLC

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 FIVE STAR WEALTH MANAGER AWARD

Debbie Taylor’s 2020 Five Star Wealth Manager Award will be featured in The Wall Street Journal in a special section on February 26th, 2020. Debbie was named a Five Star award winner in January of 2020. By earning this honor, Debbie has shown an outstanding commitment to clients

To learn more, visit https://www.fivestarprofessional.com/Spotlights/53991

 

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

 

Media Inquiries:

Taylor Financial Group, LLC

Debra Taylor, CPA/PFS, JD, CDFA, Founder and Lead Advisor

dtaylor@taylorfinancialgroup.com

201-891-1130

Share: