WomenCertified Inc., home of the Women’s Choice Award, identifies Financial Advisors based on rigorous research focused on 17 points of objective criteria, in addition to references of validation from the advisor’s peers and/or superiors. As such, Debra Taylor, Founder, Wealth Advisor, Lead Tax Planner, has earned the 2023 Women’s Choice Award, demonstrating a strong commitment to providing exemplary services for female clientele.
The Women’s Choice Award is the only recognition program, identifying well-qualified advisors and firms who understand and appreciate the importance of women’s financial power in today’s economy by providing the necessary services and experiences to assist her through the different life stages. Achieving this award reaffirms the commitment Taylor Financial Group, LLC and Debra Taylor has to extraordinary service in addressing the financial needs of women and their families.
We believe that helping support women on their road to financial security is truly a win-win for all. In fact, while people know that women control more money than men and that women are also the financial decision makers of the household, according to Fidelity’s 2021 Women and Investing Study two-thirds (67%) of women are investing outside their retirement accounts and emergency funds which represents a 50% increase from 2018. This provides a lot of opportunity for advisors to work with women clients because the study also found that 70% of women admit they need more education on investing and 77% agreed that having an advisor would help them feel more confident about their financial future.
“I am beyond thrilled to win this award for the 11th straight year! We work hard at serving all of our clients, especially our women clients, and it is an honor to be recognized year after year for our work ethic,” says Debra.
Delia Passi, founder of the Women’s Choice Award says, “Women value financial security and yet they struggle with whom they can trust with their finances. Our goal is to simplify her life, and with the Women’s Choice Award, women and couples have a starting point to find advisors they can trust. We also take pride in helping advisors and firms who have gone above and beyond to provide a superior experience to their female clientele. We applaud Taylor Financial Group, LLC and Debra Taylor and the efforts they put forth to provide women with the service and financial education that they want, need and deserve.”
As the leading advocate for female consumers and former group publisher of Working Woman and Working Mother magazines, Passi created the Women’s Choice Award for Financial Advisors in an effort to help women identify those advisors who are committed to providing quality service. The award allows this outstanding group of advisors to showcase their commitment to the women’s market, while giving potential clients a starting point for entrusting their finances to an advisor.
ABOUT TAYLOR FINANCIAL GROUP, LLC
Taylor Financial Group, LLC (TFG) is an independent wealth management firm located in Franklin Lakes, NJ that specializes in serving affluent women and their families, high net worth families, and small business owners. We have more than twenty years of experience in wealth management and use our diverse tax and legal background to provide objective, comprehensive, and unique financial solutions to all our clients. www.taylorfinancialgroup.com. [email protected]
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
ABOUT WOMEN’S CHOICE AWARD
The Women’s Choice Award Financial Advisor Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a fee to participate in the Women’s Choice Award Financial Advisor Marketing Program. WomenCertified Inc., home to the Women’s Choice Award, awards businesses, brands and services based on high recommendation ratings by female consumers. The Women’s Choice Award represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more, visit www.womenschoiceaward.com.
The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
