Taylor Erickson, Financial Advisor located in Monroe, WA

Financial Advisor
Taylor Erickson

CEPA®
14090 Fryelands Blvd SE, Ste 223, Monroe, WA 98272opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Federal Benefits
  • Retirement Income Strategies
  • College Savings

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Cooking
  • Golfing
  • Board Games
  • Swimming

Team Members

  • Connie Armitage
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(360) 524-2833

Fax

(877) 222-2694

Office Address

14090 Fryelands Blvd SE
Ste 223
Monroe, WA 98272opens in a new window

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