J. Samuel Taylor CFP®, CIMA®

President
540-774-7971
800-281-6741
540-774-7697

Sam graduated from Roanoke College in 1992 and joined Taylor Financial Group Inc. as a financial planner the same year.  He is a Certified Financial Planner™ and a Certified Investment Management Analyst™.  Sam is a member of the Investments & Wealth Institute (www.investmentsandwealth.org).  In his spare time, Sam enjoys playing golf and spending time with his nephew, Alex.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.

CIMA® is a registerd certification mark of the Investments & Wealth Institute in the USA and worldwide.

Taylor Financial Group Inc. is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. The firm is not engaged in the practice of law or accounting.

Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors on the date of publication and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities discussed. A professional advisor should be consulted before implementing any of the strategies presented.

 

Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.

All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.

Persons photographed in the brochure are not current or former clients of the firm. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.