Reviews of Holden and Taylor Financial Advisory (Financial Consultant)

Full Blast Creative

Thank you Crystal, Scott and the entire Holden and Taylor team. We really appreciate your dedication in answering all of our questions to customize a program that made the most sense for our investments and for our team. We also want to express our thanks for being proactive to cut costs during this lockdown; scaling back our dental coverage while clinics were closed made absolute sense. It helped keep money in our account. It's these kinds of personalized details that show your commitment to protect and grow investment opportunities for your customers. Thank you!

T Stoodley

Holden Taylor were great advisors on company benefits throughout the process of purchase, renewal and adjustments. They kept us up to date through all transitions, and were always available for questions and discussions.

Ashley Wilde

Scott and team are awesome! Always helpful, even with brand new plan administrators. They are always keeping their eyes out for ways we can better serve our team with added benefits that we wouldn't be able to negotiate ourselves.