Taylor Financial - Tampa, Florida

Jeff F.

I have been with Taylor Financial for about a year. The whole team is super professional and client oriented. They quickly help me consolidate all my accounts and their tools let me link other accounts for a holistic view off my net worth. Adam and Mike provided timely and relevant advice that added value to my portfolio as well as gave me a plan for retirement and my financial future. Angi was invaluable during my transition as well. I am incredibly happy with the service and support the Taylor Financial has provided to me and my family.

Mike S.

We've been working with Taylor Financial for my investments and 529 accounts for several years, and we couldn't be more impressed with their service. From the very beginning, they took the time to understand our financial goals and tailored a strategy that aligns perfectly with our long-term plans. Their expertise and attention to detail have given us complete confidence in how our money is being managed.

The team is incredibly responsive and always available to answer any questions I have, no matter how small. They've also done an outstanding job helping us navigate the complexities of 529 accounts, ensuring that our children's education savings are on track.

If you're looking for a knowledgeable, trustworthy, and dedicated financial advisor, Taylor Financial is the way to go. Highly recommend!

Bobby R.

Moved my retirement and other assets to Taylor Financial in July 2024 and could not be happier. Adam, Angie, Alix, and all others in the office have been incredibly responsive and helpful with any questions or needs I've had. If you're looking for a great financial planning firm, I highly recommend Taylor Financial.

Daniel L.

I highly recommend for clients looking for a local, personalized approach to investing. They're very responsive and user friendly, and their wealth management portal is on par with national level investment firms. I've used Edward Jones and T. Rowe Price previously, and much prefer using Taylor Financial for the ease of access and not having to navigate a large firm every time I want to do something simple.

Mike B.

I absolutely love working with Adam, Mike and the entire Taylor Financial team. While I've been working with them for nearly a decade, my only regret is that I didn't find them sooner. They always provide solid recommendations that are in my best interest and offer no judgment if I choose otherwise Their support team is always "on it" and are extremely responsive and engaged. Angie is the secret weapon and always make it happen, whatever it is! I look forward to the next decade with Taylor Financial!

Lenny C.

🌟 Exciting news! 🌟 I just had the pleasure of working with Adam Taylor’s Financial Team, and they truly check all the boxes! From their amazing Strategic Alliance Partners to the personalized one-on-one meetings with Adam himself, I felt supported and empowered on my journey toward achieving my financial goals. If you’re looking for guidance on your path to success, I highly recommend exploring their services. A huge thank you to Adam for making such a positive impact on my road to retirement! 💼✨ #FinancialSuccess #RetirementPlanning #Grateful

Dawn C.

If you are like my husband and I investing can be daunting. The Taylor Financial team takes their time to walk you through the process and explain all available options. Adam and Mike walked us through the process and shared trends with us to put our concerns at ease. If you have hesitated investing because you have a fear of the market, I recommend taking the time to talk to them. Do not let demographics stop you because the meeting can be done over Zoom vs in person if you prefer. We have been with them a little over a year now and are already seeing trends in the right direction.

William R.

Adam and Mike are amazing. Their knowledge of financial items is immense, yet their ability to effectively break it all down is where they shine. I always feel so comfortable after meeting with them!