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Welcome to

Taurus Financial Services

Planning For Your Future Begins Here

Taurus Financial Services provides wealth generation and preservation strategies through the use of annuities and life insurance for individuals and all sizes and types of companies. 

Our Services

We offer a series of financial services

We’re aiming to make sure everyone has access and the ability to make the best financial decisions and create a future they'll love to have for themselves, family and business.

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ANNUITIES

An annuity provides you with a long-term investment plan that prevents you from outliving your income.

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LIFE INSURANCE

Indexed universal life insurance is a type of permanent life insurance, which means it has a cash value component in addition to a death benefit.

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DISABILITY INSURANCE

Disability income insurance, or income protection, is a form of insurance that insures the beneficiary's earned income against the risk that a disability would prevent core work functions.

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RETIREMENT PLANNING

After years of working, it's important you have a safe and secure financial plan that will take you through the rest of your life.

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About Us

Suitable Financial Services for Individuals, Employees & Businesses

At Taurus Financial Services our focus is on financial literacy and diversity. We want to show everyone young and old, novice to seasoned everything we know and how to start a walk that will positively affect you now and your future generations.

Taurus Financial Services | 24 Years Experience

Experience

We have 24 years of experience in the Financial Services & Health Industry.

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Strong Partnership

We have a strong partnership with tax strategist and accounting firms in and out of NY.

Our License to Operate

We have licenses to operate in 5+ States

New York, New Jersey,  Connecticut, Delaware, Virginia, North Carolina, and Florida.

Companies We Work With

We have strong partnerships and licenses to work with Financial, Insurance and Health Services companies. 

Financial Services and Insurance Companies
Health Insurance Companies

Strategic Partnerships with

Tax & Accounting Firms

We have a very strong and reliable partnership with tax and accounting firms in and out of New York.

 

This connection allows us to offer the best of both worlds to our clients providing a total package for those who need help with Tax Strategies and Accounting services.

What our clients are saying

Testimonials

Taurus Financial is well versed in their products and their service is excellent. You are not just getting insurance. You are getting an education in finances. My agent explained and answered my questions until I understood what I was getting. You don't get that with other companies. My agent came to my office gave an presentation to my staff and co workers. He was patient and knew his stuff. I highly recommended Taurus Financial for those who are just starting out in their financial planning. The education you get with the service is top notch. You won't regret this choice. I recommend them to all my friends and family.

Alia Carpenter

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