Building Wealth For Everyone

Protect your family.

Build wealth that lasts generations.

Protect your family.

Build wealth that lasts generations.

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.

No obligation · 30 minutes · English or Español

PROUD TO PARTNER WITH THE CARRIERS FAMILIES TRUST

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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 life, and IUL coverage that keeps your family secure.

Disability Insurance

Replace 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

Choose the right Medicare or health plan with real guidance.

Wills & Trusts

Protect your family and your legacy with an estate plan.

Tax & Accounting

Tax prep and bookkeeping that keep more money in your pocket.

Every community

Wealth advice that speaks your language

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."

why taurus

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, not one insurance company.

We speak your language

We work for you, not one insurance company.

Independent Advisors

We work for you, not one insurance company.

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 consultation is completely free, with no obligation to buy anything.

How much life insurance do I actually need?

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.

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.

Do I have to switch my current plan or advisor?

No. We'll review what you already have and only suggest changes if they genuinely put you in a better position.

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.

Taurus FInancial Serices Logo

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.

SERVICES

Life Insurance

Disability Insurance

Annuity

Retirement Planning

Wealth Building

Medicare & Health

Wills & Trusts

Tax & Accounting

COMPANY

About Us

Financial literacy Seminars

Blogs

Careers

Contacts

GET IN TOUCH

Ready to talk? Book a free consultation and we'll take it from there.

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