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The Taylor Agency
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    • Home
    • Insurance Services
    • Investments
    • Tax Preparation
    • Meet Our Team
    • Contact Us
    • NEWSLETTER
The Taylor Agency
  • Home
  • Insurance Services
  • Investments
  • Tax Preparation
  • Meet Our Team
  • Contact Us
  • NEWSLETTER

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Thomas W. Taylor
Eric Wiedyk
Matthew Eichorn

INVESTMENTS

Why trust The Taylor Agency with your financial and investment needs?

Simply put - integrity. The Taylor Agency has been in business for more than 25 years and is staffed with qualified, dedicated and educated professionals. We pride ourselves in excellent customer service and always have your best interest in mind. 


We understand that each individual has unique investment needs and work with you to establish a plan to fit your personal goals. It is a priority for us to meet regularly to review your investment performance in accordance with your goals. 


The bottom line, when you join The Taylor Agency family you can be sure of these principles: dedication, experience and integrity. 

We focus on the following investment services:

  • Annuities - Fixed, Variable, and Indexed
  • IRA's - Traditional, Roth, Educational
  • Pensions - 401k Plans, SEP plans, SIMPLE plans
  • Mutual Funds
  • Stocks and Bonds
  • Retirement Planning
  • College Planning
  • Financial Planning and Strategies
  • Tax Planning
  • Trust Planning
  • Estate Planning

Find out more

THE TAYLOR AGENCY - WHERE SERVICE AND QUALITY COME TOGETHER!

 Securities offered through Sigma Financial Corporation, member FINRA / SIPC. Not NCUA or FDIC insured. Not a deposit product, nor a condition of any credit union service. No credit union/affiliate guarantee. May lose value.  Investment advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. The Taylor Agency is independent of Sigma Financial Corporation. 

Copyright © 2023 The Taylor Agency - All Rights Reserved.

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Medicare Enrollment

Need a new Medicare Supplement plan 

or Prescription Drug Plan? 


We can help! 


Contact us today to make your appointment with 

Kathryn King

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