Growing and
Protecting
Your Wealth

We help you clearly envision and define your
long-term goals and provide the prudent,
comprehensive advice you need to get there.

Trusted Financial
Advisory Services
30 Years of Experience


HAPPY & SECURE
in SONOMA COUNTY
by Montgomery Taylor
Best Selling Author

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Your Retirement
Handbook
 

 
Understanding
Security Benefits
 

 
The 401(k) Rollover
Handbook
 

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Montgomery L. Taylor, CPA, CFP

Monty Taylor founded Montgomery Taylor and Company LLC in his pursuit to provide the best integrated financial planning, investment and tax services to his clients. As both a Certified Public Accountant and Certified Financial Planner, Monty has over 30 years of investment and financial advisory experience. His passion is working with middle- to high-income clients to help them achieve their financial goals and the stability and lifestyle they’re seeking for and during retirement.

We welcome you to visit our office for a no-obligation, complimentary meet-and-greet. We’ll
give you a tour of our friendly office and answer any questions you have.

Call 707-576-8700 today to schedule your appointment!

MEET

The Man

Behind The

BOOKS

Featured In

Video Library

Welcome to our firm here are the services we provide

A Financially Secure Future is an online TV Show that helps

Who is Montgomery Taylor?

Learn who Monty Taylor is and how he can help you become financially

Why choose us?

In today’s episode of A Financially Secure Future, find out why Monty is a Financial Advisor

Happy & Secure in Sonoma County
3 Fears when Facing Retirement

Most people have three fears when facing retirement. Running out of money, losing investment principal

What do you want your retirement to look like?

A Financially Secure Future is an online TV Show that helps people plan for their financial future.

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Case Study… “I Only Want Stocks, No Guaranteed Lifetime Income” Blueprints for Retirement Peace of Mind

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Save While You Build

As a business owner, the ideal situation would be to create a company that grows large enough th

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