Taylor, TX Financial Advisors and Resources



Financial Advisor Firms in Taylor, TX


DOVETAIL WEALTH MANAGEMENT, LLC

Website

(512) 352-1613

301 North Main Street

Taylor, TX 76574

SEC#: 801-112276
Years in Business: 3 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(512) 309-4364

700 N. Main Street

Taylor, TX 76574

SEC#: 801-74519
Years in Business: 9 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(512) 309-4364

700 N. Main Street

Taylor, TX 76574

SEC#: 801-74519
Years in Business: 9 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(512) 309-4364

700 N. Main Street

Taylor, TX 76574

SEC#: 801-74519
Years in Business: 9 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(512) 309-4364

700 N. Main Street

Taylor, TX 76574

SEC#: 801-74519
Years in Business: 9 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(512) 309-4364

700 N. Main Street

Taylor, TX 76574

SEC#: 801-74519
Years in Business: 9 years


How Retirement-Friendly is Taylor, TX?

  • Population: 17,001
  • % of Population 62 Years and Over: 19.6%
  • Average Home Value: $166,100
  • Average Monthly Housing Cost: $957
  • Average Household Income: $68,363
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)


Taylor, TX Financial Advisor FAQs

Financial advisors should be well qualified and have credentials in order to offer advice or work with their clients. It is also effective to look at the financial advisor’s history for frauds or fraud allegations from government regulators before hiring an advisor.
A financial advisor is a licensed professional who advises clients on their investments and portfolio management. Some advisors work with businesses or families, while others focus on retired individuals or those nearing retirement age. Financial advisors help investors meet their goals for saving for retirement, investing in stocks and bonds, buying insurance products including life insurance and providing overall financial support to plan ahead for the future. Financial advisors also educate their clients on federal taxation issues, estate planning through wills or trusts, Social Security benefits eligibility requirements, maximizing income from tax-deferred accounts such as IRAs and 401(k)s while minimizing taxes due on the earnings within them.
First things first: do your research! Know what questions you want to ask of any financial advisor. The best way to find one with experience in the type of investments that make sense for you is through referrals—talk about it with family or friends who work in finance or real estate. If they don’t know anyone good, they may be able to recommend someone else who does (and this recommendation will still be better than nothing).
Yes, if you are investing in long-term field with no risk of default. Since the chances for most lifelong investments to result in loss is too high without an advisor who has experience reviewing investment accounts on a yearly basis, professional advice will generally be needed to properly manage your account.