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VerifiedFinancial Services· Founded 2017

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.

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HeadquartersJersey City, United StatesEmployees16(11 to 50)Annual revenue$1M to <$10MFounded year2017Websitetaurus-fin.comLinkedIn profileLinkedIn

Verified contacts

11

available on Kipplo

LinkedIn employees

16

11 to 50 range

Open roles

no listings

Distinct roles

8

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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Top roles at Taurus Financial

8 distinct titles indexed · top 8 shown.

  • 2investment operations analyst
  • 1financial analyst
  • 1founder and managing partner
  • 1investment operation associate
  • 1partner and co-founder
  • 1registered investment advisor
  • 1sales business development
  • 1senior financial advisor

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