Dan Taylor, AIF®
Investment Representative | VP - Invest Forward, Valley City
Please contact Dan for appointments and office hours in New Rockford, Fargo, Jamestown, Carrington and Cooperstown.
Financial planning is about identifying needs and providing solutions that have the potential to deliver strong client results. I’ve provided financial planning for my clients for over 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 have the Accredited Investment Fiduciary® (AIF®)) Designation from the Center for Fiduciary Studies. The AIF Designation certifies specialized knowledge of fiduciary standards of care and their application to the investment management process.
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.
Invest Forward does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
Important Consumer Information
This site is for informational purposes only and is not intended to be a solicitation or offering of any security.
This communication is strictly intended for individuals residing in the states of North Dakota, Minnesota, AZ, CA, CO, FL, GA, IA, ID, MI, MT, NC, NE, NM, OK, SD, TX, UT, WI, and WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
The financial advisors of Invest Forward offer securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/ SIPC, a Registered Investment Adviser. Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment. Bank Forward is not a registered broker-dealer or Registered Investment Adviser. Bank Forward and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services offered through CES Insurance Agency.
Check the background of this investment professional on FINRA’s BrokerCheck.