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Taylor Steward

Investment Advisor Representative

Mattson Financial Services LLC

United States, Michigan, Grand Rapids

About Me

Taylor is a Partner of the firm and has found his passion in meeting with clients, identifying their retirement dreams, and helping create a plan for those goals. Taylor is a Fiduciary and holds several licenses, which include Series 65, Property and Casualty Insurance, and Life, Accident, and Health Insurance. Growing up in a small town has instilled a passion for close, personal relationships with clients. You'll oftentimes see him on tv and hear him on the Money Mentors radio show on the weekends. When Taylor is not in the office, he enjoys spending time with his wife and co-worker, Laurel, and their two children. He is also an avid waterfowl hunter and enjoys being outdoors beekeeping, f
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Profile Information

Investment Advisor Representative

Mattson Financial Services LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Grand Rapids

Michigan

United States

May 15, 2024

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