HOME ABOUT OUR SERVICES RESOURCES CLIENT LOGIN CONTACT Our Team Marvin W. Taylor CFP® Chariman marvin@taylorfg.com 540-774-7971 Marvin entered the financial services industry in 1967. He began his career by serving in various management positions with a major financial services firm. He founded Taylor Financial Group Inc. in 1986 and became a Certified Financial Planner™ in the same year. When away from the office, Marvin enjoys fly fishing and playing golf. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements. J. Samuel Taylor CFP®, CIMA® President sam@taylorfg.com 540-774-7971 Sam graduated from Roanoke College in 1992 and joined Taylor Financial Group Inc. as a financial planner the same year. He is a Certified Financial Planner™ and a Certified Investment Management Analyst™. Sam is a member of the Investments & Wealth Institute (www.investmentsandwealth.org). In his spare time, Sam enjoys playing golf and spending time with his nephew, Alex and niece, Lilly. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements. CIMA® is a registerd certification mark of the Investments & Wealth Institute in the USA and worldwide. Jay S. Arce CFP® Vice President jay@taylorfg.com 540-774-7971 Jay graduated from Florida Atlantic University in 2006 and entered the financial services industry that same year. He became a Certified Financial Planner™ in 2012 and joined Taylor Financial Group in 2018. When away from the office, Jay enjoys trivia, playing soccer, and the great outdoors. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements. ABOUT US Taylor Financial Group, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We work tirelessly to provide the most personal service available and take pride in our reputation within our industry. We strive to help create financial stability and security for our clients, so they have the opportunity to become financially independent ADDRESSES Office Address 3102 Brambleton Avenue Roanoke, VA 24018 United States Mailing Address Taylor Financial Group Inc. P.O. Box 20707 Roanoke VA 24018 CONTACT INFO Phone: (540) 774-7971 Fax: (540) 774-7697 Toll Free: 800-281-6741 GET IN TOUCH You must have JavaScript enabled to use this form. Your name This field is required. Your email address This field is required. Subject This field is required. Message This field is required. Taylor Financial Group Inc. is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. The firm is not engaged in the practice of law or accounting. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors on the date of publication and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities discussed. A professional advisor should be consulted before implementing any of the strategies presented. Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Persons photographed in the brochure are not current or former clients of the firm. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. © 2021 Taylor Financial Group All rights reserved.