CoverProfile

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
View more

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

More profiles to browse

Profile Photo
Gary Mattson
Founder & President
Profile Photo
Laurel Steward
President
CD
Corey Davis
Investment Advisor Representative
Profile Photo
Gerald Green
Partner and Investment Advisor

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
PM
Prtima MISHRA1
Software Engineer
PA TEST
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale