Merited Wealth

I've had the pleasure of working with Steve Taylor on many mutual clients and can confidently say he's one of the best and most experienced wealth managers I've met throughout my time in financial/insurance services. He goes above and beyond to make sure his clients understand and trust his expertise as he helps them grow and expand financially. His attention to detail, active participation in his community and intrinsic care for others make him a great professional and human being overall.
Oct 10th, 2021

Stephen provides excellent financial advice as well as legal and tax consultation. He is discreet, trustworthy and has a wealth of knowledge. Best advisor I have ever met.
Mar 27th, 2021

Steven and his staff really know their business. They always keep me updated on my investments and guide me in the best direction for my needs. I would highly recommend Steve.
Dec 12th, 2020

Unlike any experience I've had with someone in the wealth management industry. Stephen took his time to listen to my story and needs so he could paint a picture of my financial situation. He gives sound advice and truly cares about the prosperity of myself and my company. Highly recommend.
Jan 24th, 2020

May 3rd, 2018