MEET OUR ASSOCIATES
Associate: Keith Taylor, ChFC, CLU
Phone: 980-235-7819
Email: ktaylor@cplanning.com
Website: http://www.centerpoint-associates.com
Address: 4201 Congress St
Suite 295
Charlotte, NC 28209
Since 2000, Keith has been working with and educating individuals, families, and small businesses, helping increase their confidence in their financial decisions. His focus is in serving his clients to create comprehensive financial strategies that produce long term results. Throughout the process, the emphasis is on creating lasting relationships and putting the clients needs first.
Keith often works with other professionals to assist his clientele when they face various challenges. This enables him to be sure that each decision that is made is in the best interest of the client. By understanding their current situation, Keith works with each client to protect their family as well as their assets. He can work to coordinate your investment, insurance, and real estate portfolios, as well as manage your cash flow.
Keith earned his B.S from Radford University in 1996. He also successfully completed the requirements to become a Chartered Financial Consultant and a Chartered Life Underwriter from the American College. Keith lives in Charlotte, NC with his wife Stephanie and their children Alex and Avery. In his spare time he enjoy exercising, traveling, and playing golf.
Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker-dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Centerpoint Associates and Consolidated Planning are not aan affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.