At Taylor & Morgan Asset Management, LLC we strive to understand your specific investment objectives and unique tax situation. With Federal, State and City tax rates combing to equal 40% or more, your investment returns can be greatly diminished by poor tax planning. Having an Investment Advisor who is also a CPA allows you to keep more of what you make.
Being a Registered Investment Advisor we do not sell products or earn commissions. Our clear, straightforward advice is premised solely upon your investment objectives. Our services below are all centered on one purpose – helping you succeed!
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