Josh Taylor

Josh Taylor [ChFEBC℠]

6500 S Quebec Street
Suite 300
Englewood, CO 80111

Original Certification Date: 5/16/2017

Organization: Kompass Financial Advisors, Inc

Phone: 303-770-7078 or 888-770-0004

Email: Jt@kompassfinancial.com

Website: www.kompassfinancial.com

States Currently Licensed: CO, NE, MA

Primary Insurance: Too many to list. As a broker, I use the company that best fits my client’s needs.

Primary Investment: Currently I have three primary investment companies I work with, each with a different basket of portfolios. Once I know the client’s goals, objective and risk tolerance we’ll discuss which of the three is the best fit.

Services: Insurance planning, investment planning, retirement planning, estate planning guidance, cash flow planning, employee benefits, etc.