Joshua D. Taylor,  CFP<sup>&reg;</sup> - Financial Advisor

Joshua D. Taylor, CFP®

CLU

Certified Financial Planner

Kompass Financial Advisors, Inc.

P.O. Box 67
Wauneta, NE 69045
(303) 770-7078

General

Joshua Taylor is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kompass Financial Advisors, Inc. in Wauneta, NE and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLU

Insurance Licenses

  • Life insurance: CO, NE
  • Health/disability insurance: CO, NE
  • Property/casualty
  • Fixed annuities: CO, NE

Financial Advisor's Specialties

Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement

More

Helpful Financial Planning Resources