WEALTH MANAGEMENT
|
|
|
|
|
|
|
W. R. Taylor & Company, headquartered in Montgomery, Alabama, is an independent FINRA registered broker/dealer focusing on wealth management services to individuals and businesses. The firm provides comprehensive wealth management services to corporate executives, professionals, physicians, business owners, retirees and other affluent clients who share in the realization that by coordinating and managing today’s financial decisions, they can achieve their goals for tomorrow. The boutique environment that exists with W. R. Taylor & Company allows us to meet the demands for higher levels of personal service without potential conflicts of interest. In other words, we focus on the client while delivering all of the resources available on Wall Street. Our mission is to assist our clients in achieving their financial goals through objective planning and management of assets. Our purpose is to help build, manage and preserve their wealth. Our clients can expect to be treated with professionalism, confidentiality, and superior service all of which are second to none. The information on this website is intended only for persons and entities in those states or jurisdictions in which W. R. Taylor & Company, LLC is licensed and registered. By proceeding with your review of this website, you acknowledge that you are a resident of a state or jurisdiction in which W. R. Taylor & Company, LLC is authorized to conduct business, and for the type of business for which W. R. Taylor & Company, LLC is registered and licensed in those jurisdictions. W. R. Taylor & Company, LLC is registered for securities as a broker/dealer with FINRA and as a Registered Investment Advisor under the authority of the Alabama Securities Commission in the states of Alabama, California, Florida, Georgia, Illinois and Tennessee. As a broker/dealer, for institutional sales only, W. R. Taylor & Company, LLC is exempt from registration for certain types of securities transactions. Securities products are sold by a prospectus which contains more complete information about charges, risks, objectives and expenses. Copies of specific product prospectuses and statements of additional information may be obtained by contacting your Financial Advisor. Prospectuses should be read carefully and the charges, risks, objectives and expenses should be carefully considered before investing or sending money.
|
|||||||||||||||||||||||||
