About Taylor Financial Group, LLC
taylorfinancialgroup.comAt Taylor Financial Group (TFG), we have always focused on the needs of high net worth clients, assisting with portfolio management, financial planning, retirement income, and taxes. Our goal at TFG is to decrease our clients’ taxes as much as possible in retirement in order to build wealth during their lifetime (and for generations to come). Our Founder, Lead Wealth Advisor, Debra Taylor, is a Certified Public Accountant (CPA) and attorney by training and thus is well-qualified to address these issues. In fact, well before it was popular, Debra Taylor prioritized retirement and tax planning in her practice over the last twenty years. We use this experience to manage money, build customized tax-efficient retirement plans, and then assist in the distributions so that we can help decrease tax bills in retirement with the goal of keeping more money in our clients’ pockets. Debra Taylor is a registered representative offering securities through First Allied Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Advisory Services are offered through First Allied Advisory Services, a registered investment adviser. First Allied is under separate ownership from any other named entity. Tax services provided by Taylor Financial Group and are not affiliated with First Allied Securities, Inc.
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Vendor Usage
Taylor Financial Group, LLC uses 5 different technologies from 19 different vendors. They have above average use of several technologies including Advyzon, OpenX and Stripe.
Product Categories
Taylor Financial Group, LLC uses products from 32 different product categories. They are particularly heavy users of products in Advertising Campaign Management, Online Advertising, and Data Management Platform (DMP).
Recently Detected Technologies
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
| Technology | Category | Vendor | Usage |
|---|---|---|---|
| Advyzon | Financial Management | Advyzon Investment Management LLC |  |
| OpenX | Ad Servers | OpenX | |
| Stripe | Online Payment | Stripe | |
| Wistia | Web Content Management | Wistia | |
| Salesforce.com CRM | Customer Relationship Management (CRM) | Salesforce.com, inc | |
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