Many women leave their financial advisor’s office confused about what’s happening with their money.
We are women serving women, so we try to do things differently at Taylor Financial Group. Our principal and founder is a CPA and a non-practicing attorney. In addition, we have a team that is extremely knowledgeable and cares about you. We want you to fully understand what’s happening with your money at every stage of your financial journey. We have received many awards and accolades throughout the years for our dedication to our clients, including the Women’s Choice Award* for our passion for educating and empowering women. And, we want to understand your needs and dreams so that we can serve as your guide for life’s big decisions because we want to help you live life to the fullest.
Women & Investing
Debbie has been awarded the Women’s Choice Award for seven straight years! The Women’s Choice Award is the only recognition program for advisors who are committed to serving their female clients and reaching the women’s market. This recognition demonstrates Debbie’s commitment to her clients, while highlighting the passion Debbie has for educating and empowering women to take control of their future.
Statistics show that 90% of women are or will be solely responsible for their finances at some point in their lives.* Unfortunately, women often do not know where to turn for trusted advice, nor do they know the right questions to ask. In a male dominated industry, Taylor Financial Group is a woman-owned firm ready to educate and empower women to take control of their future.
We advise affluent women who are seeking financial guidance and advice. We also advise women who are experiencing one of life’s many transitions. Whether it be a sudden inheritance, liquidity event, divorce, or the death of a loved one, we help women understand their wealth and navigate their future.
In January 2017, we launched a workshop series called “Women & Investing Network (WIN).” The workshops are currently being held throughout Northern New Jersey. Visit our Events page for a complete list of workshops.
No matter what stage of life a woman is in, we are very aware that what one woman wants can be very different from what another wants, and we approach each relationship with that understanding. Let us help you!
Watch this video below to see Debbie speak about how we specialize in helping women pursue their goals and live life to the fullest, because that’s what life is about, and we wouldn’t want it any other way!
We Proudly Serve These Areas
Franklin Lakes, Mahwah, Oakland, Ramsey, Wyckoff, Ridgewood, Glen Rock, Saddle River, Upper Saddle River, Woodcliff Lake, Old Tappan, Allendale, Montvale, Wayne and Paramus, Bergen County, Morris County, Essex County, Passaic County, Rockland County, Orange County, New Jersey, New York, and all across the United States.
*Source: Prudential, Women & Money Study, 2014-2015; Investment News, Women and Retirement Planning
Women’s Choice Award (Financial Advisor)
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.