Business Details
13 Years
experience
Your Trusted Financial Partner in Pasadena, CA
We are a financial services practice dedicated to helping individuals and businesses achieve their goals through tailored solutions. With over 60 years of collective experience, our team prioritizes client relationships and integrity, focusing on long-term financial well-being. By leveraging partnerships with tax attorneys, CPAs, and financial professionals, we provide actionable plans that adapt to evolving regulatory environments. Our process begins with a thorough analysis of each client's unique situation, ensuring solutions align with their needs and objectives. We specialize in insurance, retirement planning, estate planning, and tax strategies, serving families, business owners, athletes, and high-net-worth individuals.Our philosophy centers on problem-solving rather than product sales, emphasizing transparency and personalized guidance. Founded in 2013, our firm builds on decades of industry expertise, including recognition as top producers by Million Dollar Round Table and NAIFA. We are committed to community engagement through nonprofit board memberships and youth mentorship programs. Our team's credentials include Series 6, 63, 65, and 7 registrations, alongside life and health insurance licenses. By combining analytical rigor with a client-first approach, we aim to empower informed financial decisions that stand the test of time.
Services
Insurance
Investments
Retirement Planning
Estate Planning
Business Planning
Tax Planning
Details
- Year established: 2013
Highlights and features
- We offer 60+ years of combined experience in financial services.
- Our solutions prioritize client needs over product sales.
- We collaborate with tax attorneys and CPAs for comprehensive planning.
- Our team includes top 1% producers recognized by Million Dollar Round Table.
- We maintain integrity through transparent, no-hidden-fee practices.
Associations and certifications
- National Association of Insurance and Financial Advisors (NAIFA)
- Million Dollar Round Table
Services
Insurance
We offer life, disability, and long-term care insurance solutions to protect clients' financial futures. Our approach combines risk assessment with personalized coverage strategies. By partnering with top insurers, we ensure policies align with individual and business needs.
Retirement Planning
Our retirement planning services focus on creating sustainable income streams and tax-efficient savings strategies. We analyze current financial status to design plans that adapt to market changes. Clients receive guidance on investment vehicles like fixed annuities for long-term stability.
Estate Planning
We help clients preserve wealth through trusts, wills, and tax mitigation strategies. Our process ensures smooth asset transfer while minimizing legal complexities. We collaborate with attorneys to create comprehensive estate plans tailored to family needs.
Tax Planning
Our tax planning services optimize financial strategies within evolving regulatory frameworks. We focus on reducing liabilities through legal deductions and credits. Clients benefit from proactive planning to navigate complex tax environments effectively.
Investments
We provide fixed annuities and investment solutions designed for capital preservation and growth. Our strategies balance risk tolerance with financial goals. Clients receive ongoing portfolio reviews to ensure alignment with market conditions and objectives.
People
Eszylfie Taylor
Founder and President
With 24 years of experience, Eszylfie Taylor is a top 1% financial producer recognized by Million Dollar Round Table. He founded Taylor Insurance in 2013 after excelling at New York Life. His expertise includes retirement strategies and serving high-net-worth clients.
Malik Platts
Business Development
Malik Platts specializes in estate planning and tax diversification, bringing 15+ years of experience from New York Life. He focuses on athletes and entertainment industry clients. His approach combines insurance and investment strategies for wealth protection.
Claudine Thomas
Agent
Claudine Thomas offers financial strategies tailored to complex needs, leveraging 10+ years in insurance and finance. A California State University graduate, she emphasizes analytical problem-solving and holds life/health and real estate licenses.
Questions
What services does Taylor Insurance and Financial Services offer?
We provide insurance, retirement planning, estate planning, tax strategies, and investment solutions tailored to individual and business needs.
Who are Taylor Insurance's primary clients?
We serve families, business owners, athletes, celebrities, and high-net-worth individuals seeking personalized financial guidance.
How does Taylor Insurance approach financial planning?
Our process starts with analyzing your unique situation, then creating customized solutions that prioritize long-term goals over product sales.
What credentials does the team hold?
Our advisors hold Series 6, 63, 65, and 7 registrations, alongside life/health insurance licenses and recognitions from NAIFA and Million Dollar Round Table.
Are consultations available outside Pasadena?
While based in Pasadena, we serve clients across California through in-person and virtual meetings.
