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Dan Taylor


Please contact Dan for appointments and office hours in New Rockford, Jamestown, Carrington and Cooperstown.

Financial planning is about identifying needs and providing solutions that deliver strong client results. I’m Dan Taylor and I’ve provided financial planning for my clients for 20 years. My goal has always been to help my clients over the long haul.

Wherever you are in the financial planning process, you can be comfortable that I’ll provide you solutions that fit your needs. Drawing from my experience, I believe that, compared to an individual sale, building a relationship with your clients is key to understanding which financial solutions best serve them over the long term.

I feel that Invest Forward has an exceptional staff that will take the time to help you define your needs and then offer solutions that best fit. For all of us at Invest Forward, thank you for the opportunity to work with you. We look forward to building a long term relationship with you.

 


You should consult your tax/legal counsel for advice and information concerning your particular circumstances. Neither Investment Centers of America nor any of its representatives may give tax or legal advice.

Important Consumer Information

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent, (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Our representatvies in North Dakota are registered to offer securities in the following states: Minnesota, North Dakota, AZ, CA, CO, FL, IA, MI, MT, NE, SD, TX, WA and WI. Our advisors in Minnesota are registered to offer securities in the following states: Minnesota, North Dakota, AZ, CA, CO, FL, IA, MI, MT, NE, SD,  WA and WI. 

Please note

Investment Centers of America, Inc. (ICA), member FINRA, SIPC, a Registered Investment Advisor, is not affiliated with Bank Forward, Insure Forward and/or Invest Forward. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are

  • Not insured by the FDIC or any other Federal Government agency
  • Not a deposit or other obligation of, or guaranteed by any bank or their affiliates
  • Subject to risks, including the possible loss of principal amount invested.

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