Business Description

Saylor Insurance & Financial Services (SIFS) is led by John Saylor who has over 20 years experience assisting individuals and companies with a variety of financial needs. We are an independant brokerage firm and Fee-based Advisor which allows us to represent the most appropriate companies and products that meet the needs of our clients.

The financial marketplace has been experiencing incredible stress, consolidation and change. Many individuals, families and businesses are now squarely focussed back on the basics. Proper planning, goal setting, diversification and risk management is more important than ever.

Our focus at SIFS is to focus on the big picture....by taking a look at your overall financial picture. We will collaborate with other professional's (CPA's and Attorneys) to implement a comprehensive program that allows you to focus on what matters most.....living your life.

We are here to help you navigate these difficult waters and put you in a position to take advantage of the opportunities that lie ahead.

Please call or email us to explore how we can help you or anyone you know.

General Information

Gender:

Male

CRD#:

1851890

Firm CRD#:

29604

Insurance License#:

0731721

Name of Broker/Dealer:

National Planning Corporation

States Licensed in:

CA, OR

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors

Services

Investment Types:

Insurance, Annuities, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

Life Underwriter Training Council Fellow (LUTCF)

Securities Licenses:

Series 6, Series 63, Series 65

Insurance and Annuity Licenses:

Disability, Long Term Care, Variable Life, Variable Annuity, Life, Health, HMO, Property

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Compliance

Registered Investment Advisor:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$100,000

Compensation Methods:

Based on Assets, Commissions

Prepared By:

John Saylor