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December 2023 by Brian Allen
Taylor has been a great investment advisor and I highly recommend working with him. My husband and I were previously with an advisor who only cared about the money that we had invested with the firm rather than our overall financial picture. Taylor has helped us holistically set ourselves up for success and is quick to answer any questions and provide sound guidance.As WA residents with some quirky laws, Taylor learned the state specifics quickly and provided guidance. We finally feel like real adults who have made it and aren't just throwing money at retirement accounts.
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November 2023 by Kristina Natchez
We have really enjoyed working with Taylor over the last year. He has taken the time to sit down with us and go over everything in such detail. I have a great understanding of how we are projected to grow. Highly recommend working with Taylor if you are looking to grow your investments!
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May 2023 by Chris Lavelle
My wife and I have had the privilege of working with Taylor for the past two years, and we couldn't be more satisfied with his services. His valuable insight and attentive nature have been instrumental in shaping our financial planning. From the beginning, his expertise and knowledge in the field have been evident. He possesses a deep understanding of the intricacies of financial planning and investment strategies. His ability to analyze complex financial situations and provide clear recommendations has been invaluable to us. What sets this financial planner apart is his unwavering attentiveness. He genuinely listens to our goals, concerns, and preferences, ensuring that the financial solutions he proposes align perfectly with my needs. His ability to adapt and adjust strategies as circumstances change is truly commendable.Over the past two years, his consistent availability and prompt responsiveness have exceeded my expectations. He promptly addresses any questions or concerns I have, providing clarity and guidance whenever needed. This level of attention has fostered a trusting and collaborative relationship. Thank you for your exceptional service!
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April 2023 by Adrian Saenz
Great job done by Taylor. He was quick to respond to our questions and explained everything we needed in simple easy to follow terms. Taylor allows us to work towards our goals with a great understanding as to why and how to get to the goals. I recommend Taylor to anyone seeking to make better financial decisions. Thanks to Taylor, I have reassurance that I am on the correct path for our financial future.
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December 2022 by Jeff Chamberlin
Taylor has been critical in my financial journey. He has truly made the effort to understand my unique goals and crafted a plan to help me achieve them. Like many young-professionals in the post-covid world, I became disillusioned with my previous career and employment situation. Taylor helped me chart a path to a better situation, ensuring that I could finance a series of career moves and relocations while still preserving the wealth I had built. No matter where life takes me Taylor has diligently kept his eyes on the future, continuously adapting the master plan to suit my short and long-term goals. In these times, where millennials are both less likely than previous generations to start businesses and face novel challenges to building wealth, I’m very happy to support Taylor’s venture and vision of Activate(ing) Wealth for other millennials.
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November 2022 by Mary McMenamin
We've been working with Taylor for over a year now, and we can't recommend him more--especially to people or families who are starting to plan and strategize their financial choices. We did a lot of research into people and companies that cater especially to this new-to-financial-planning group, and Taylor is offering a really special and underrepresented service.In particular, he's been a great partner in thinking through our financial goals, and he's really helped us understand and make decisions related to allocating money for retirement vs. savings, about choosing the right employee benefits, and about planning financially and legally for the long term.Taylor is super clear in his communication with us, and he's readily available when we need to chat outside our typical meeting schedule (e.g., when my husband started a new job). What's more -- he is prescriptive in his advice as he understands our goals and situation. He is very much an ally without any motive other than helping us meet our goals. We really couldn't recommend him more!
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October 2022 by Kyle Gallagher
My wife and I are young professionals and didn't really have a "retirement plan" per se. We were throwing money into a savings account without much foresight where that would leave us financially 20–30 years from now. We were also apprehensive about working with a financial advisor because we weren't sure who to trust. We needed a true fiduciary who would always look out for our best interest and wasn't getting "kickbacks" or anything like that. Then, we found Activate Wealth.Taylor has given us a plan we can feel good about. Not only is he a true fiduciary, he takes a comprehensive look at all of your finances, savings, loans, etc. and breaks everything out into very actionable steps that will benefit your family today, tomorrow, and down the road.If you're a young 20–30s professional in need of sound financial planning, do yourself a favor: reach out to Activate Wealth. Taylor will take good care of you.
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October 2022 by Matthew Alie
In the short time we've worked together, Taylor has helped my family accomplish a great deal to better manage our household. Professional, knowledgable, and always accessible-- he is a valued resource.
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October 2022 by david frisbie
We have worked with Taylor & Activate Wealth for over a year now. He is incredibly collaborative with his clients and takes the time to gather knowledge about your personal goals before drafting a plan and setting you off on a course. Even though we already had retirement plan pieces in motion, Taylor was able to quickly get us reset on a path that we were both comfortable with to address our short term and long term goals. I would highly recommend Activate Wealth if you are looking for someone to analyze your current situation, help set your financial goals, and put together a concise plan of action to continue building wealth.
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October 2022 by Steve Caplan
My wife and I are young professionals and have been working with Taylor for about a year and couldn't be happier with his insight, support, availability, and patience. Taylor seeks to not only understand financial goals, but bigger life objectives as well. Despite working in finance, it became abundantly clear after the first few sessions how badly we needed Taylor to effectively piece together what for us seemed like an impossible puzzle.After understanding our unique situation, Taylor worked collaboratively to implement an achievable, comprehensive strategy. For the first few months of our relationship with Taylor, we communicated frequently (either over video or phone calls) to make sure we were correctly implementing our plan's infrastructure for long-term success. Throughout this process, Taylor has remained incredibly patient, yet focused on our progress in completing our necessary tasks (e.g. setting appropriate 401k contribution percentages, creating a budget to understand incremental brokerage investments or discretionary spending, optimizing benefit elections, etc.) while understanding this is not our full time job and recognizing we sometimes needed an extra push or support.We feel incredibly secure in our future and what we're building, and a big driver of that we owe to Taylor. I have nothing but positive things to say about Taylor, wish I could give more than five stars.
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October 2022 by David Caparrelli
Working with Taylor has been great. He caters to working with young professionals who are just starting to build wealth, a service which can be hard to find. He offers different payment plans depending on your current level of wealth, which increases as your situation improves. It's really in his best interest to help you make more money. Taylor himself is very diligent and detail-oriented. He is also quick to respond to emails/inquiries, and is collaborative and patient, all of which I appreciate as I have almost no idea what I'm doing/talking about when it comes to money. I can't recommend him highly enough!
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October 2022 by Melissa Harrison
Working with Taylor has really been an awesome and helpful experience. He really takes the time to collaboratively create an individual, tailored plan to meet my financial targets. I have a lot of different things going on including a small business and he has navigated these challenges with me and set measurable goals!
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October 2022 by Sunny Patel
Taylor had been an amazing resource and wealth of knowledge in the financial planning field. He has helped our growing family immensely, in planning for our future. He's always flexible and available to answer all of our questions. He takes the time to explain anything we may not understand and prioritize what is important to us.
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October 2021 by Malorie Feidner
Working with Taylor at Activate Wealth has been one of the best decisions we've made. We have some aggresive financial goals and Taylor helped us get organized and set a plan to achieve them. He's super responsive and professional. Highly recommend.
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October 2021 by Keith Wallace
Working with Taylor has been excellent fromthe start. He helped me determine a concrete set of financial goals and start the process of reaching them. Throughout my time working with him, Taylor has been a wealth of information, he’s always willing to discuss my goals, answer any questions I have, and is proactive when there are improvements or adjustments that need to be made to help reach my goals. He’s been an excellent resource, a true professional, and has made a huge impact on my finances both in the short term and going forward. I’d highly recommend him to anyone looking for financial planning help.
