Calvin Taylor Jr.

Owner & CEO at Taylor & Associates Insurance Services

Arcadia, California

Quick Answer

Calvin Taylor Jr., Owner & CEO, is a licensed independent financial professional at Taylor & Associates Insurance Services in Arcadia, California with 40+ years of experience. Specializing in Retirement Planning, Asset Protection, Fixed Annuities. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Calvin Taylor Jr. in Arcadia, California

Phone: 626-359-6755

Email: [email protected]

Website: https://www.taylorassocins.com/

Areas of Expertise in Arcadia, California

Retirement PlanningAsset ProtectionFixed AnnuitiesIndexed AnnuitiesLife Insurance

About Calvin Taylor Jr. — Arcadia, California

Licensed Independent Financial Professional · 40+ Years Experience · SafeMoney Certified™

Calvin Taylor Jr. is the Owner and CEO of Taylor & Associates Insurance Services, Inc., a trusted financial services agency located in Arcadia, California. With more than four decades of experience in the financial services industry, Calvin is known for his education-driven approach to retirement planning and his commitment to helping clients protect what they have worked hard to build. Background & Experience Calvin began his career in financial services in 1982, working part-time while serving as a Vice Principal at a high school in Los Angeles, California. His background in education strongly influenced the way he approaches financial planning today—by teaching, explaining, and empowering clients rather than overwhelming them with complex jargon. In 1985, Calvin transitioned into the industry full-time and joined a Citigroup-affiliated company, where his leadership and expertise earned him recognition as a top performer. Retirement Planning Philosophy Throughout his career, Calvin...

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Frequently Asked Questions About Calvin Taylor Jr. & Financial Advisors in Arcadia, California

What services does Calvin Taylor Jr. offer?

Calvin Taylor Jr. at Taylor & Associates Insurance Services offers Retirement Planning, Asset Protection, Fixed Annuities in Arcadia, California. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Calvin Taylor Jr. SafeMoney Certified?

Yes, Calvin Taylor Jr. is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.