Certified, bilingual advisors helping families and business owners across New York with life insurance, annuities, and retirement planning.
Certified, bilingual advisors helping families and business owners across New York with life insurance, annuities, and retirement planning.
or call (888) 985-6982

Everything you need to protect and grow what matters
Pick where you want to start. Every path ends with a free consultation.
Term, whole life, and IUL coverage that keeps your family secure.
Replace your income if illness or injury stops you from working.
Turn your savings into steady, guaranteed retirement income.
A clear plan for the income you'll live on later in life.
Grow your money and pass on wealth across generations.
Choose the right Medicare or health plan with real guidance.
Protect your family and your legacy with an estate plan.
Tax prep and bookkeeping that keep more money in your pocket.

Too many families get left out of good financial advice. We built Taurus to change that — 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."
We lead with education, work for you rather than one insurer, and meet you in your language.
Nearly a quarter century guiding families through big decisions.
We work for you, not one insurance company.
We work for you, not one insurance company.
We work for you, not one insurance company.

Learning comes before selling. We run free financial literacy workshops for families, employers, and schools — in English and Spanish.
Nothing. Your first consultation is completely free, with no obligation to buy anything.
It depends on your income, your debts, and your family. We'll walk through it together and give you a straight answer, not a sales pitch.
Yes. We have bilingual advisors and Spanish-language resources so you can plan with confidence in the language you're most comfortable with.
We're licensed in New York, New Jersey, Connecticut, Delaware, Virginia, North Carolina, and Florida.
No. We'll review what you already have and only suggest changes if they genuinely put you in a better position.
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.

Serving New York, New Jersey, Connecticut, Delaware, Virginia, North Carolina & Florida.
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Disability Insurance
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Wealth Building
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Tax & Accounting
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Ready to talk? Book a free consultation and we'll take it from there.

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