Growing and
Protecting
Your Wealth

We help you clearly envision and define your
long-term goals and provide the prudent,
comprehensive advice you need to get there.

Trusted Financial
Advisory Services
30 Years of Experience


HAPPY & SECURE
in SONOMA COUNTY
by Montgomery Taylor
Best Selling Author

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Your Retirement
Handbook
 

 
Understanding
Security Benefits
 

 
The 401(k) Rollover
Handbook
 

Events & Updates

MT&C At the North Bay Women’s Expo

When: Saturday, October 27, 2018 from 10 a.m. to 4 p.m. Where: Graton Resort & Casino Ballroom
630 Park Court, Rohnert Park, CA 94928

Tax Session #5: 1040 Filers: Itemized or Standard Deduction?

When: Wednesday, October 24, 2018 at 12:00 pm Where: Montgomery Taylor & Co,
2880 Cleveland Ave, Santa Rosa, CA 95403

Montgomery L. Taylor, CPA, CFP

Monty Taylor founded Montgomery Taylor and Company LLC in his pursuit to provide the best integrated financial planning, investment and tax services to his clients. As both a Certified Public Accountant and Certified Financial Planner, Monty has over 30 years of investment and financial advisory experience. His passion is working with middle- to high-income clients to help them achieve their financial goals and the stability and lifestyle they’re seeking for and during retirement.

We welcome you to visit our office for a no-obligation, complimentary meet-and-greet. We’ll
give you a tour of our friendly office and answer any questions you have.

Call 707-576-8700 today to schedule your appointment!

MEET

The Man

Behind The

BOOKS

Featured In

Video Library

Welcome to our firm here are the services we provide

A Financially Secure Future is an online TV Show that helps

What does your tax return tell you?

A Financially Secure Future is an online TV Show that helps people plan for their financial future.

I run a small business! Can I retire?

Do you own a small business? Many in this situation worry that they may not be able to retire.

Why choose a CPA as your investment manager?

It’s that time of year when we are all thinking about our taxes.

6 Ways to save money on your taxes

It is tax time again. In this week’s episode of “A Financially Secure Future,” Monty explains 6 simple ways

Our investment philosophy

Monty’s investment philosophy helps to manage risk, and helps our investment clients be successful.

Recently Published

Save While You Build

As a business owner, the ideal situation would be to create a company that grows large enough th

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An Investment Broker in Santa Rosa Dispels Three Common Stock Market Myths

One of the main jobs of any investment broker in Santa Rosa is to offer clear-headed financial advic

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Answers to your interview questions for your August 2018 wealth management special report:

When managing a client’s portfolio, what key elements do you look for and have they changed si

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