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About Us

Your One Stop Financial Partner

At Taurus Financial Services we believe in financial literacy and diversity. We strive to provide everyone, young and aged, novice to seasoned, with basic to advanced financial knowledge to establish the confidence necessary to create a winning strategy for our present and future generations.  

 

We serve people from all cultures and economic backgrounds: individuals, families, and businesses. We provide annuities, life insurance, disability insurance, retirement planning, wills and trusts,  

wealth building strategies, accounting & tax services and health insurance, including dental, vision and prescription coverage.

Our Story

At TAURUS FINANCIAL SERVICES, we believe that financial literacy followed by a tailored action plan, leads to wealth.  Our aim is provide the tools, unique to individuals, families, and businesses so you achieve and maintain it.  We understand that a larger percentage of many communities struggle with establishing, maintaining and passing wealth to the next generation due to lack of financial literacy at an early age. We have proven that with proper guidance and strategies it can lead to increased financial opportunities within our communities now and for generations to come. 

With over 25+ years of experience and success in health insurance and 10+ years in the financial services industry, we pride ourselves as a premier provider of these services. Benefiting the residences of New York, New Jersey, Connecticut, Delaware, Florida, Virginia and North Carolina. We strive to serve and develop so that all can thrive. 

Meet The CEO

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