Financial Consulting Springfield

David Taylor, Bankers Life Securities Financial Representative

Financial Consulting Springfield

Address
1341 W Battlefield Rd
Ste 230
Place
Springfield, MO   65807 
Landline
(417) 864-8151
Fax
(417) 864-3021
Mobile
(417) 234-2721
E-Mail
[email protected]
Website
agents.bankerslife.com
Reservations
agents.bankerslife.com

Description

As a Financial Advisor with Bankers Life Advisory Services, Inc. in Springfield, MO, I provide personalized wealth management and retirement planning strategies designed to help you achieve your financial goals. I offer guidance on investment planning, retirement income and education funding in addition to health, life and annuity insurance needs. Whether you're managing a financial transition or preserving assets, I create tailored strategies based on your needs. As a fiduciary, I am committed to acting in your best interest, providing ongoing support, portfolio management, and experienced guidance to help navigate every stage of your journey with confidence.

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Opening hours

  • Brokerage Services

    As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.

  • Advisory Services

    As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.

Categories

Financial Consulting
(417)864-8151 (417)-864-8151 +14178648151