Travis Taylor, Financial Advisor

Financial Advisor
Travis L Taylor

CFP®, ChFC®
3524a Knickerbocker Road, San Angelo, TX 76904opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • New Investors
  • Retirement Income Strategies
  • Divorce Finances
  • Retirement Savings Strategies
  • Inheritance Guidance
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Active Lifestyle
  • Art & Theater
  • Personal Fitness
  • Reading
  • Traveling

Team Members

  • Sarah Lance
    Registered Branch Associate
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(325) 942-8578

Fax

(888) 806-4907

Office Address

3524a Knickerbocker Road
San Angelo, TX 76904opens in a new window

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