About Taylor Securities Services, Inc.
Taylor Securities Services, Inc., also operating as Taylor Retirement Services, is an SEC-registered investment adviser based in Harrisburg, PA. As a leading retirement planning services firm, they specialize in helping individuals confidently navigate their financial future. The firm assists clients in Harrisburg and throughout Pennsylvania with wealth management and strategies to protect assets, not only leading up to retirement but also throughout their retirement years. Services include tailored financial planning, retirement income strategies, and investment advisory services. Taylor Securities Services, Inc. is dedicated to providing personalized guidance to help clients achieve their unique retirement goals, offering educational workshops and resources to empower informed financial decisions. The firm leverages a variety of investment and insurance products to custom suit the needs and objectives of retail investors, high net worth investors, and corporations. Their commitment to client education and comprehensive planning sets them apart in the retirement planning landscape. Investment Advisory Services are offered through Taylor Securities Services, Inc. (TSSI), an SEC Registered Investment Advisor, adhering to strict regulatory standards.
Website: https://taylorretirementservices.com/
Founded: 2005
Office Locations
- Harrisburg, PA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $124.8M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| TENNSMITH HOLDINGS INC. EMPLOYEE SAVINGS & PROFIT SHARING PLAN | TENNSMITH HOLDINGS INC., TN | $7M | 116 |
| ASSEMBLERS, INC. 401(K) PLAN | ASSEMBLERS, INC., TN | $3M | 291 |