Tayler Insurance & Estate Planning - Barrie, Ontario

Il existe une entreprise canadienne spécialisée dans le conseil financier et l'assurance-vie nommée Tayler Insurance & Estate Planning. Cette entreprise se trouve à l'adresse suivante : 181 Dunlop St W, Barrie, ON L4N 1B4, Canada. Vous pouvez contacter Tayler Insurance & Estate Planning par téléphone au numéro 705-733-3338 ou à travers leur site web taylerinsurance.com.

Spécialités

Tayler Insurance & Estate Planning offre plusieurs spécialités, dont :

• Conseiller financier
• Compagnie d'assurance-vie

Elle est gérée par une femme et propose des rendez-vous en ligne, des services sur place, une entrée accessible en fauteuil roulant, un parking accessible en fauteuil roulant, des toilettes accessibles en fauteuil roulant et des toilettes. Tayler Insurance & Estate Planning se présente comme un choix judicieux pour les personnes de la communauté LGBTQ+ en offrant un environnement accueillant et respectueux.

Autres informations

Sur Google My Business, Tayler Insurance & Estate Planning a rassemblé 20 avis, obtenant une note moyenne de 5/5. Les clients ont loué l'excellence du conseil financier fourni, ainsi que la gentillesse et la compréhension des employées. Beaucoup ont même transféré leur portefeuille à cette entreprise suite à l'expertise prouvée de Taivi et Miranda.

👍 Avis de Tayler Insurance & Estate Planning

Deanna L.

5/5

These two women are wonderful. Taivi is the one handling our Portfolio. My husband was a little skeptical of changing companies but after meeting both Taivi and Miranda he felt much more at ease. Taivi and Miranda have explained everything to us in terms easy to understand (for me). There was never a dumb question. I was so impressed with these two I have even gotten my kids, mother and sister to change their investment over to them.

Stan H.

5/5

We have been working with Taivi and her team for a few years now and it has been a pleasure. She is very professional and has given us great advice towards our financial freedom for our family's future. She cares and that shows. We aren't just a number but part of the growth of her portfolio together! Highlight recommend!

Janis V. D.

5/5

My experience with Tayler Insurance has been outstanding! My meeting with Taivi was very enlightening and she takes the time to get to know you and understand your needs. She is very knowledgeable in the areas of both insurance and estate planning and is able to explain it plainly. I so appreciated her and Miranda’s efforts and recommend them to all.

Ashley S.

5/5

Taivi provides really clear and easy to understand advice, especially for someone new to investing. Always made me feel comfortable with my choices and is quick to respond when I reach out with changes or questions. Highly recommend her!

Trudy V.

5/5

Miranda was such a pleasure to deal with - so professional, knowledgeable and friendly. I feel like I won the lottery! I look forward to working with you in the new year. Trudy Wood

Jordan

5/5

In our experience working with Taivi, discussing insurance options as well as some estate and tax planning, she was incredibly thorough, professional, and knowledgeable. Additionally, we very much appreciated her ability to explain things in a manner that we understood to keep us from feeling overwhelmed, having never discussed a lot of the items before. I would not hesitate to recommend Taivi and Tayler Insurance & Estate Planning to anyone interested in an insurance policy or seeking financial advice pertaining to estate planning.

Brian D.

5/5

Taivi and her team have been a part of our families financial planning for over 10 yrs. Trustworthy and always only a phone call away. She lives 400km away from me but her business style and professionalism makes me feel like she is just around the corner. Happy to give her 5 stars!

Allan C.

5/5

My wife and I have been clients of Tayler Financial for 10 years. Working with Taivi and Angela is always a pleasure. Taivi absolutely ensures you understand exactly where your investments stand and clearly outlines the rationale for any changes to a portfolio. The consultation is always followed up with an electronic copy of all your portfolio and a succinct, easily understood synopsis of decisions taken during the consultation. We have been pleased with the long term performance of our portfolios and highly recommend the well researched and professional services of Tayler Financial.