Taurus Financial
Financial Services
1 Evertrust Plaza
15 employees
LPLA
- Employees
- 15
- Contacts
- 1
- Emails
- 1
Taurus Financial Overview
- Headquarters
- 1 Evertrust Plaza
- Website
- www.taurus-fin.com
- Industry
- Financial Services
- Employees
- 15
- Founded
- 2017
- Stock Symbol
- LPLA
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Taurus Financial
Taurus Financial is a boutique financial advisory firm catering to executives, entrepreneurs, and businesses across the United States. Our Services include: - Comprehensive Financial Planning, emphasizing equity compensation planning and estate planning. - Wealth Management, specializing in complex products such as structured notes and alternative investments. - Small Business Benefit Plans, encompassing 401k, defined benefit plans, group health insurance, and more. Disclosure: • Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC spic.org • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Taurus Financial Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
Taurus Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Yisha Wang, Cpa, Cfp® | Partner and Co-founder - Taurus |
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|
|
| Ya Qu | Manager at Notch Technology, Inc | Scarsdale, New York, United States |
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|
| Tina Sun, Cfa, Ea | Founder and Managing Partner - Taurus | Jersey City, New Jersey, United States |
Email
|
Employees by Management Level
Executive
2 profiles
Manager
1 profile
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