
1 - 10 employees
💸 Finance
👥 B2C
Finance • B2C
The Taylor Agency is an independent financial services and insurance advisory firm based in Adrian, Michigan that provides insurance, investment, retirement, estate planning, and tax resources for individual clients. The firm offers personalized financial planning and investment advisory services, works with broker-dealer and registered investment advisor partners, and emphasizes regulatory compliance and client data privacy.
🕒 February 25
Life Insurance Sales Agent with the Taylor Agency helping homeowners apply for insurance policies. Supporting clients through calls and virtual meetings without cold calling.