Insights

Posted on February 19, 2020

Taylor Financial Group, LLC and Debra Taylor, CPA/PFS, JD, CDFA, Receives the 2020 Women’s Choice Award® for Providing Exemplary Financial Services to Women

News

WomenCertified Inc., home of the Women’s Choice Award identifies Financial Advisors and Firms based on rigorous research focused on 17 points of objective criteria, in addition to references of validation from the advisor’s peers and/or superiors. As such, it is an honor to announce that Debra Taylor, CPA/PFS, JD, CDFA, and Taylor Financial Group, LLC has earned the Women’s Choice Award, demonstrating a strong commitment to providing exemplary services for female clientele.

The Women’s Choice Award is the only recognition program, identifying well-qualified advisors and firms who understand and appreciate the importance of women’s financial power in today’s economy by providing the necessary services and experiences to assist her through the life stages. Achieving this award reaffirms the commitment Debra Taylor and Taylor Financial Group, LLC has to extraordinary service in addressing the financial needs of women and their families.

We believe that helping support women on their road to financial security is truly a win-win for all. In fact, while people know that women control more money than men, and that women are also the financial decision makers of the household, according to Wealthsimple, women are investing 40% less than men. This means that women are losing out on a sense of pride and confidence that comes with reaching financial goals- in addition to compounding the pay gap dramatically over time.

“I am beyond thrilled to win this award for the 8th 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.

Delia Passi, founder of the Women’s Choice Award says, “Women value financial security and yet they struggle with whom they can trust with their finances. Our goal is to simplify her life, and with the Women’s Choice Award, women and couples have a sound starting point. We also take pride in helping advisors and firms who have gone above and beyond to provide a superior experience to their female clientele. We applaud these advisors and the efforts they put forth to provide women with the service and financial education that they deserve.”

As the leading advocate for female consumers and former group publisher of Working Woman and Working Mother magazines, Passi 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. The award allows this outstanding 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.

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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 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.

 

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

 

Women’s Choice Award®

Kathi Waldhof

Kwaldhof@womenschoiceaward.com|954-922-0846

 

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