Activate Wealth - Philadelphia (PA)

5 /5 Nick Ramondo: Taylor has been invaluable in helping our family organize and consolidate our finances. He uses a holistic, organized, transparent approach tailored to our goals. What stands out most is his ability to provide financial guidance while considering the emotional aspect of large financial decisions. Since working with Taylor, we feel more confident about our familys financial health and can rest easy knowing he has our back. Highly recommend.

5 /5 John Hubbard: My wife and I started working with Taylor due to a long list of past bank and retirement accounts from previous jobs that needed to be consolidated and simplified. Taylor was great at making the process as simple as possible and getting our financials in order with a clear strategy to set us up for success for the future! Would highly recommend him for anyone looking to simplify and automate their financial life!

5 /5 Brian Allen: Taylor has been a great investment advisor and I highly recommend working with him. My husband and I were previously with an advisor who only cared about the money that we had invested with the firm rather than our overall financial picture. Taylor has helped us holistically set ourselves up for success and is quick to answer any questions and provide sound guidance. As WA residents with some quirky laws, Taylor learned the state specifics quickly and provided guidance. We finally feel like real adults who have made it and arent just throwing money at retirement accounts.

5 /5 Mary McMenamin: Weve been working with Taylor for over a year now, and we cant recommend him more--especially to people or families who are starting to plan and strategize their financial choices. We did a lot of research into people and companies that cater especially to this new-to-financial-planning group, and Taylor is offering a really special and underrepresented service. In particular, hes been a great partner in thinking through our financial goals, and hes really helped us understand and make decisions related to allocating money for retirement vs. savings, about choosing the right employee benefits, and about planning financially and legally for the long term. Taylor is super clear in his communication with us, and hes readily available when we need to chat outside our typical meeting schedule (e.g., when my husband started a new job). Whats more -- he is prescriptive in his advice as he understands our goals and situation. He is very much an ally without any motive other than helping us meet our goals. We really couldnt recommend him more!

5 /5 Adrian Saenz: Great job done by Taylor. He was quick to respond to our questions and explained everything we needed in simple easy to follow terms. Taylor allows us to work towards our goals with a great understanding as to why and how to get to the goals. I recommend Taylor to anyone seeking to make better financial decisions. Thanks to Taylor, I have reassurance that I am on the correct path for our financial future.