Bill Taylor

Financial Planner,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: English

Medicare Guidance. If you are approaching the Medicare eligibility age of 65, you can speak to a licensed representative of Medicare plans at Assurance, a Prudential Financial company. Call +1(833) 954-2506.
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Bill Taylor

Financial Planner

Let's Talkopens in a new window

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Bill Taylor

When it comes to helping people with their finances, a cookie cutter approach doesn't work. Everyone's different, so listening to you and discussing your hopes and dreams allows us to focus on what's important.

We want to help you have peace of mind about your finances.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

 Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Meet Our Professional Team

Experience

  • Financial Planner

    Prudential Insurance Company of America

    June 2003 - Present | Edmond, Oklahoma

The Prudential Difference

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    • Property & Casualty: MI, OK, TX
    • Variable Annuities: MI, OK, TX
    • Securities License: AZ, MI, OK, TX
    • Variable Life Insurance: MI, OK( TX License #1267435)
    • Fixed Annuities: MI, OK( TX License #1267435)
    • Life Insurance: MI, OK( TX License #1267435)

Bill Taylor is associated with the Greater Southwest Financial Group Office, 5700 Granite Parkway, Suite 360, Plano, TX, 75024-9999, Managing Director: Michael Bloss, Phone: 972-910-0040. Bill Taylor offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Bill Taylor offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.