Taylor Advisors, a HUB International Company Email Format
Financial ServicesKentucky, United States2-10 Employees
Taylor Advisors, based in Louisville, Kentucky, is a small financial services firm that operates as an independent investment advisor affiliated with HUB International. The firm focuses on financial institutions, including banks and credit unions, with the goal of addressing financial challenges and improving profitability through a holistic view of how these institutions function. It develops diversified, client-specific strategies and aims to reduce missteps by producing clear, actionable reports. The firm analyzes investments to help build portfolios that perform better and works to simplify the brokerage process for its clients while enhancing understanding so they remain engaged in institutional success. It emphasizes objective, conflict-free guidance, with no broker/dealer affiliations, in order to support best trade execution, product suitability, and transparency.