Joshua Szyman, who works with Taylor & Huntley Financial Group clients from all over Northern Arizona, graduated Summa Cum Laude at Northern Arizona University with his Bachelor of Science in Business Administration. His major in Finance and emphasis in Investments, plus a natural inclination toward helping people achieve their goals, led him to financial planning.
Szyman says, “I did an internship with Taylor & Huntley and saw a need for financial planning for people from all economic backgrounds. Tom Taylor, Mary Huntley and our other associates are good people who put our clients first. They are committed to helping all kinds of people. I am attracted to that philosophy.”
Among his favorite functions in his current position with Taylor & Huntley, he enjoys working with his clients to meet their financial goals, such as planning for retirement or a child’s education.
A natural when interacting with clients by doing outreach, Szyman says, “I enjoy checking in with clients to answer their questions and address their concerns.”
With a broad field of interest, Szyman says he looks forward to working with young families, those readying themselves for retirement and anyone of any age with a financial planning need. He is a people person who enjoys hearing people’s stories and discovering their values and life experience to understand what’s important to them.
Working on his Certified Financial Planner credentials, Szyman has already been certified in Series Registrations 7 & 66.
Taylor and Huntley Financial Group is a registered representative, offering securities and advisory services through Independent Financial Group, LLC (IFG), a member of FINRA and SIPC. Taylor & Huntley Financial Group and IFG, LLC are not affiliated.
Those interested in getting professionally acquainted with Szyman can reach him at 928-567-9512 or via email at firstname.lastname@example.org.