Taylor Retirement Services

At Taylor Retirement Services, we're committed to helping individuals and families achieve their ideal retirements. Our team of experienced financial professionals is dedicated to providing personalized guidance and expertise to help you navigate the complexities of retirement planning.

Our Mission

Our mission is to empower individuals to take control of their financial futures, providing them with the knowledge, tools, and strategies necessary to achieve their retirement goals. We believe that every individual deserves a fulfilling and secure retirement, and we're dedicated to helping them achieve it.

Our Services

At Taylor Retirement Services, we offer a range of services designed to meet the unique needs of each individual. Our team of experienced advisors will work closely with you to understand your goals, risk tolerance, and financial situation, providing personalized guidance and recommendations tailored to your specific needs.

Some of the services we offer include:

• Retirement income planning and analysis
• Investment management and advisory services
• Annuity sales and insurance planning
• Estate planning and legacy planning
• Long-term care planning and insurance
• Tax-planning and estate tax planning

Meet Our Team

Our team of experienced professionals is dedicated to providing exceptional service and guidance to our clients. Meet some of the talented individuals who make up our team:

• Matthew Taylor, President and CFP, has been helping retirees achieve their financial goals since 1993. He is a CERTIFIED FINANCIAL PLANNER professional and a Certified Financial Educator.
• Shawn Mullarkey, Vice President and Financial Advisor, has been working in the financial services industry since 2004. He is a fully licensed financial advisor with series 7 and 66 securities exams and life, annuity, and health insurance licenses in the state of Pennsylvania.
• Janet Lowe, Financial Advisor, has over 30 years of experience in the financial services industry. She is a fully registered financial advisor with series 7 and 66 securities exams and holds life, annuity, and health insurance licenses in the state of Pennsylvania.
• Adam Korhut, Relationship Advisor, has worked in the financial services industry since 2013. He is a 2013 graduate of the University of Pittsburgh and holds multiple insurance licenses, including life, health, and annuity licenses in the state of Pennsylvania.
• Kelly Leister, Director of Business Development and Operations, brings a strong focus on detail to the team. She is a graduate of the University of Pittsburgh and holds multiple insurance licenses, including life, health, and annuity licenses in the state of Pennsylvania.

Join the Conversation

At Taylor Retirement Services, we believe that every individual deserves a fulfilling and secure retirement. We're dedicated to helping you achieve your retirement goals, and we're committed to providing exceptional service and guidance every step of the way. Join us on this journey to financial freedom!