Josh Taylor [ChFEBC℠]
6500 S Quebec St
#300
Englewood, CO 80111
Original Certification Date: 5/16/2017
ChFEBC℠ Number: 1EJ706T03
Organization: Kompass Financial Advisors, Inc
Phone: 303-770-7078
Email: Jt@kompassfinancial.com
Website: www.kompassfinancial.com
States Currently Licensed: CO, NE, KS, MD, IL, NM, OK, AR, IN
Primary Insurance: I’m a full service broker and utilize the company that best fits my clients needs.
Primary Investment: I use multiple investment companies based on my clients goals, needs, objectives and risk tolerance.
Services: Full service financial advisor; investment/retirement plan analysis and implementation, insurance analysis and plan implementation, cash flow analysis, estate planning guidance and small business planning.
Additional Information: Thirty years of experience that provides for a broad background in multiple areas of the financial services world which allows me to help people in a multitude of ways.