Craig Taylor Email & Phone Number
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Craig Taylor Location
- Simsbury, CT, US
Craig Taylor Work
- 2025 -now Registered Investment Advisor Representative @ Pathway Wealth Strategies LLC
- 2009 -now Financial Planner @ Excel Financial
- 2024 -2025 Branch Manager @
- 2024 -2024 Branch Manager @
- 2016 -2024 Branch Manager @
- 2014 -2016 Vice President of Mortgage Lending @
- 1999 -2009 Owner @ Excel Mortgage LLC
- 1990 -1999 Loan Consultant @ Washington Mutual
Craig Taylor Education
- Quinnipiac University
CFP (Financial Planning)
2002-2003 - Hawthorne College
(Aviation Science)
- Columbia University in the City of New York
(Business Administration)
Craig Taylor Skills
- Retirement Planning
- Estate Planning
- Finance
- Mortgage Lending
- Licensed Life & Health Insurance Agent
- Life Insurance
- Indexed Annuities
- Certified Mortgage Planning
- Financial Services
- Financial Advisory
- Fixed Annuities
- Investments
- Loans
- Personal Finance
- Sales
- First Time Home Buyers
- Investment Properties
- FHA
- Real Estate
- Refinance
- Certified Mortgage
- U.S. Federal Housing Authority Fha
- Licensed Life And Health Insurance Agent
- Licensed Life And Health
- u.s. Federal Housing Authority
Craig Taylor Summary
- Craig Taylor, based in Simsbury, CT, US, is currently a Financial Planner at Excel Financial. Craig Taylor brings experience from previous roles at Pathway Wealth Strategies LLC, Cardinal Financial Company, Limited Partnership and Caliber Home Loans. Craig Taylor holds a 2002 - 2003 CFP in Financial Planning @ Quinnipiac University. With a robust skill set that includes Retirement Planning, Estate Planning, Finance, Mortgage Lending, Licensed Life & Health Insurance Agent and more. Craig Taylor has 1 mobile phone numbers on RocketReach.
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