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MassMutual financial professional.

Brian H. Tayloremail

GoldBook Financial - Roswell

601 W. 2nd Street, Suite 16
Roswell, NM 88201

  • Professional Story

    Brian Taylor, CLU®, ChFC®, CASL®, joined GoldBook Financial in 2007.  He is a comprehensive Financial Planner for families and for businesses – including personal risk management and family insurance protection, as well as wealth accumulation and preservation strategies, company-sponsored 401(k) Profit Sharing Plans, and key person and group benefits for businesses.

    Brian graduated from Texas Christian University with a Bachelor of Business Administration in Marketing.  He went on to the University of Texas Arlington to earn a Master’s degree in Business Administration in Finance.  He subsequently earned another Master’s degree in International Management from Thunderbird Graduate School. He holds his FINRA Series 7, 63, and 66 Registrations and is Life, Accident and Health licensed.

    In his free time Brian enjoys spending time with his wife and three children.  He also enjoys outdoor activities such as camping, fishing, hiking, soccer, and tennis.

  • Languages:
    • English
    • Spanish

  • Credentials:
    • MBA
    • ChFC®
    • CLU®
    • CASL®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • Retirement Strategies
    • Charitable Giving
    • Group Benefits
    • Risk Management Strategies

Check the background of this investment professional on FINRA's BrokerCheck

See Brian’s Licenses and Disclosures

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