Taurus Financial
Financial ServicesView the employees at
Taurus Financial-
Tina Sun, CFA, EA Founder and managing partner - Taurus Financial
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Jersey City, New Jersey, United States
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Rising Star
Hangwei Zhang Client Services Associate at Taurus Financial-
New York City Metropolitan Area
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Rising Star
Junhang Chi Client Service Associate at Taurus Financial-
Staten Island, New York, United States
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Rising Star
Hangwei Zhang Client Services Associate at Taurus Financial-
New York City Metropolitan Area
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Rising Star
Overview
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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