Holden + Taylor Advisory Group

Finance · Canada · 11-50 Employees

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Overview

Headquarters

431 58 Ave SE, Calgary, Alberta, T2H 0P5...

Phone Number

(403) 273-8660

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Holden + Taylor Advisory Group

Holden + Taylor Advisory Group provides comprehensive financial planning and wealth management strategies to individuals, families, business owners, and employers. The company offers a suite of services including risk assessment and management, tax planning, estate organization, and custom financial solutions. For business clients, it provides group benefits administration and Business Owner Solutions & Strategies (B.O.S.S.). Its risk management offerings include life, disability, critical illness, buy-sell, and key-man insurance. The firm delivers value through three tiered client programs—Preparing, Confident, and Abundant—designed to support clients at different stages of their financial journey through personalized guidance and a curated network of professionals.Explore more
Holden + Taylor Advisory Group's Social MediaPopular SearchesHolden + Taylor Advisory GroupHolden & TaylorSIC Code 62,628NAICS Code 52,523Show more

Holden + Taylor Advisory Group Org Chart

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Crystal Taylor, President at Holden + Taylor Advisory Group
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Holden + Taylor Advisory ...

<$5M
11-50
Private
-
1977
$5M
11-50
Private
-
1985
LD
Lorea DeClercqFinancial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
<$5M
11-50
Private
-
-
BG
Brandon GallantCertified Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Holden + Taylor Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Holden + Taylor Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Holden + Taylor Advisory Group.

Holden + Taylor Advisory Group Tech Stack

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Frequently Asked Questions Regarding Holden + Taylor Advisory Group

What is Holden + Taylor Advisory Group's official website?
Holden + Taylor Advisory Group's official website is www.holdentaylorfinancial.ca
What is Holden + Taylor Advisory Group's Revenue?
Holden + Taylor Advisory Group's revenue is <$5 Million
What is Holden + Taylor Advisory Group's SIC code?
Holden + Taylor Advisory Group's SIC: 62,628
What is Holden + Taylor Advisory Group's NAICS code?
Holden + Taylor Advisory Group's NAICS: 52,523
How many employees does Holden + Taylor Advisory Group have?
Holden + Taylor Advisory Group has 11-50 employees
What industry does Holden + Taylor Advisory Group belong to?
Holden + Taylor Advisory Group is in the industry of: Finance, Insurance, Securities Trading
What is Holden + Taylor Advisory Group competition?
Holden + Taylor Advisory Group top competitors include: TRIO Financial Planning, Investment Planning Counsel, PlayCheques Wealth Management, Gallant Wealth Management
What technology does Holden + Taylor Advisory Group use?
Some of the popular technologies that Holden + Taylor Advisory Group uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Holden + Taylor Advisory Group?
Holden + Taylor Advisory Group contact info: Phone number: (403) 273-8660 Website: www.holdentaylorfinancial.ca
What does Holden + Taylor Advisory Group do?

Holden + Taylor Advisory Group provides comprehensive financial planning and wealth management strategies to individuals, families, business owners, and employers. The company offers a suite of services including risk assessment and management, tax planning, estate organization, and custom financial solutions. For business clients, it provides grou... p benefits administration and Business Owner Solutions & Strategies (B.O.S.S.). Its risk management offerings include life, disability, critical illness, buy-sell, and key-man insurance. The firm delivers value through three tiered client programs—Preparing, Confident, and Abundant—designed to support clients at different stages of their financial journey through personalized guidance and a curated network of professionals.Read More

What are Holden + Taylor Advisory Group social media links?
Holden + Taylor Advisory Group Linkedin page Holden + Taylor Advisory Group Twitter page Holden + Taylor Advisory Group Facebook page
Is Holden + Taylor Advisory Group a public company?
Holden + Taylor Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Holden + Taylor Advisory Group

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