Building Wealth For Everyone
Protect your family.
Build wealth that lasts generations.
Protect your family.
Build wealth that lasts generations.
Licensed bilingual advisors helping families and business owners across New York with life insurance, annuities, and retirement planning. Taurus financial services is your one stop shop for all your financial needs.
Certified, bilingual advisors helping families and business owners across New York with life insurance, annuities, and retirement planning.
No obligation · 30 minutes · English or Español
or call (888) 985-6982
PROUD TO PARTNER WITH THE CARRIERS FAMILIES TRUST
OUR SERVICES
Everything you need to protect and grow what matters
Pick where you want to start. Every path ends with a free consultation.
Life Insurance
Term, whole, universal and index universal life coverage to keeps your family secure.
Disability Insurance
Protect your income if illness or injury stops you from working.
Annuities
Turn your savings into steady, guaranteed retirement income.
Retirement Planning
A clear plan for the income you'll live on later in life.
Wealth Building
Grow your money and pass on wealth across generations.
Medicare & Health
Get medical, hospitalization, prescription, vision, and dental transportation coverage at low to no cost.
Wills & Trusts
Protect your family and your legacy with an estate plan.
Tax & Accounting
Tax prep and bookkeeping that keep more of your money in your pocket.
Every community
Wealth advice that speaks your language
Too many families don't get good financial advice at all. We built Taurus to change that with advisors who look like the communities we serve, explain money in plain language, and put education before any sale.
"Financial literacy first. A plan that fits your life second."
why taurus financial services
Families trust us for good reasons
We lead with education, work for you rather than one insurer, and meet you in your language.
24 years of experience
Nearly a quarter century guiding families through big decisions.
Independent Advisors
We work for you and can select the best policy from a variety of companies, not just one insurance company.
We speak your language
We speak English, Spanish, kriol and French.
Financial literacy first
We teach you the why before we recommend the what.
financial literacy seminar
Free workshops for your community
Learning comes before selling. We run free financial literacy workshops for families, employers, and schools — in English and Spanish.
for families
for Schools
for Business
CLIENT STORIES
What our clients say
GOOD TO KNOW
Questions families ask us
How much does a consultation cost?
Nothing. Your first half-hour consultation is completely free, with no obligation to buy anything.
How much life insurance do I actually need?
It really depends on how much assets you are trying to protect, your debts, and how much your family's projected income will be in the next 10 years. We'll walk through it together and give you a straight answer, not a sales pitch.
Do you offer support in Spanish?
Yes. We have bilingual advisors and Spanish-language resources so you can plan with confidence in the language you're most comfortable with.
Which states do you serve?
We're licensed in New York, New Jersey, Connecticut, Delaware, Virginia, North Carolina, and Florida, and more to come.
Do I have to switch my current plan or strategist?
No. We'll review what you already have and only suggest changes if they genuinely put you in a better position. You can have more than one advisor and multiple policies with different companies.
Is there a cost for the consultation?
The initial 30minutes are free. Anything after that is $150 per hour.
Your family's plan starts with one conversation
Our licensed agents serve New York, New Jersey, and Connecticut, with support in English and Spanish. Wherever you are in the tri-state area, the consultation is free and the advice is honest.
Protecting and building wealth for every family for over 24 years.
Call: (888) 985-6982
Email: [email protected]
Serving New York, New Jersey, Connecticut, Delaware, Virginia, North Carolina & Florida.
GET IN TOUCH
Ready to talk?
Book a free consultation, and we'll take it from there.
© 2022 Taurus Financial Services. Licensed insurance agency. Se habla español.