Tailoring retirement strategies to optimize income, investments & taxes!

Taylor Demars, CFP® | Linktree

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Met with Taylor Demars today. Taylor and his father, David, and grandfather, Ted, have been my financial advisors for over 20 years. I had a 2 hour review of my accounts. Excellent feedback to my questions. I feel comfortable following his advice. He will follow up our conversation with a personal email for my files. In turn I do appreciate the accountability he holds me to in returning answers to his advice he gave me today.

These advisors are genuine people who absolutely put their clients first. Having worked with what is now three generations of the Demars family at Demars Financial Group, I have so much peace as we maneuver together through my father's financial estate planning. For over 20 years, Demars Financial Group has held us in their hands and gently guided us through the process of planning for the future, with the complex variables of our own family dynamic. With the trust, care and capability of Taylor Demars, my father has a solid foundation that will benefit our family for many generations to come.

I had an excellent experience with Taylor Demars to talk about retirement.  We reviewed my financial information together.  He explained the process and broke it all down for me so I could understand it all.  He was extremely kind and took his time explaining it.    And he provided a summary of what we discussed and an action plan to meet my retirement goal.   I highly recommend him!!!

We have been with this group for 3 years. Taylor has done a great job of helping us make a plan to reach our financial goals, managing our investments and keeping us updated on trends. He works hard to answer our chief concerns and is easy to talk to. We recommend him highly! The new office is also easy to access from I-90 and has convenient parking.

Demars Financial and Taylor Demars in particular are very helpful, knowledgeable and trustworthy. I have been a customer for seven years and I am very happy with the services they provide and the quality advice they offer. Thanks Taylor!

We've been with Demars Financial Group for around 30 years.  They are very professional, yet personable.  Never have any problems or issues.  Trust their advice and knowledge.  We highly recommend them if you are looking for a trustworthy financial company.

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Taylor Demars, CFP®

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Taylor Demars, CFP®

Tailoring retirement strategies to optimize income, investments & taxes!

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