Katherine Taylor, Financial Advisor

FINANCIAL ADVISOR
Katherine C Taylor

ChFC®, AAMS™
470 L St, Crescent City, CA 95531opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • College Savings
  • Business Retirement Plans

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Traveling
  • Active Lifestyle

Team Members

  • Melissa Leeper
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(707) 465-0102

Fax

(877) 904-5587

Office Address

470 L St
Crescent City, CA 95531opens in a new window

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