Paul N. Taber,  CFP<sup>&reg;</sup> - Financial Advisor

Paul N. Taber, CFP®

CPA, PFS, AIF

Financial Adviser

Taber Financial Advisers

1329 Wiley Oak Dr
Jarrettsville, MD 21084
(443) 417-7697

General

Paul Taber is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Taber Financial Advisers in Jarrettsville, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources